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Disclosery

ICONIQ Capital, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ICONIQ Capital, LLC on CRM, newest first. How the timeline and the estimate are built.

ICONIQ Capital, LLC held 0 CRM shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -35,168 shares

    13F-HR 0001011438-26-000105 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 35,168 shares
    Change vs previous 13F -2,760 shares

    0.1% of the 13F portfolio, value $8,334,816.

    13F-HR 0001011438-25-000558 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 37,928 shares
    Change vs previous 13F -665 shares

    0.17% of the 13F portfolio, value $10,342,586.

    13F-HR 0001011438-25-000429 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 38,593 shares
    Change vs previous 13F -661 shares

    0.18% of the 13F portfolio, value $10,356,817.

    13F-HR 0001011438-25-000273 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 39,254 shares
    Change vs previous 13F -34,142 shares

    0.2% of the 13F portfolio, value $13,123,790.

    13F-HR 0001011438-25-000133 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 73,396 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $20,089,219.

    13F-HR 0001011438-24-000607 filed by ICONIQ Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).