CRM β€” SALESFORCE INC

Ownership history in Bey-Douglas LLC  Β·  9 quarters on record

AI Ownership Summary

Bey-Douglas LLC reported SALESFORCE INC (CRM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.47% in 2024 Q4. The latest visible filing shows CRM at 3.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bey-Douglas LLC's position in SALESFORCE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CRM was reported at 3.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bey-Douglas LLC held CRM β€” position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,915 -324 -2.1% 3.17% $4.0M 2026-02-14 (Est.) $189.72
2025 Q3 REDUCED 15,239 -5,377 -26.1% 2.69% $3.6M 2025-10-30 $256.24
2025 Q2 ADDED 20,616 +5,191 +33.7% 3.36% $5.6M 2025-07-24 $266.80
2025 Q1 REDUCED 15,425 -97 -0.6% 3.78% $4.1M 2025-05-15 $289.33
2024 Q4 REDUCED 15,522 -67 -0.4% 4.47% $5.2M 2025-01-30 $341.34
2024 Q3 ADDED 15,589 +154 +1.0% 3.74% $4.3M 2024-11-12 $338.55
2024 Q2 ADDED 15,435 +3,530 +29.7% 3.61% $3.9M 2024-07-19 $245.36
2024 Q1 ADDED 11,905 +6,141 +106.5% 3.43% $3.6M 2024-05-07 $274.21
2023 Q4 INITIATED 5,764 β€” β€” 1.56% $1.5M 2024-02-08 $288.45

FAQ About Bey-Douglas LLC and CRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bey-Douglas LLC reported owning CRM?

Bey-Douglas LLC reported CRM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CRM position in Bey-Douglas LLC's portfolio?

The largest reported portfolio weight for CRM was 4.47% in 2024 Q4.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2025 Q4, when Bey-Douglas LLC reported 14,915 shares, equal to 3.17% of portfolio, with an estimated market value of $4.0M.

What does the chart on this CRM ownership page compare?

The chart compares Bey-Douglas LLC's quarterly CRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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