CANADA LIFE ASSURANCE Co CRM — SALESFORCE COM INC COM

Ownership history in CANADA LIFE ASSURANCE Co  ·  76 quarters on record

AI Ownership Summary

CANADA LIFE ASSURANCE Co reported SALESFORCE COM INC COM (CRM) in 76 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.53% in 2024 Q4. The latest visible filing shows CRM at 0.27% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CANADA LIFE ASSURANCE Co's position in SALESFORCE COM INC COM, 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
2026 Q1

CRM was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% 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
2024 Q1 to 2026 Q1

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.

CRM stock page CANADA LIFE ASSURANCE Co fund profile CANADA LIFE ASSURANCE Co full holdings
How CANADA LIFE ASSURANCE Co held CRM — position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 795,984 +43,089 +5.7% 0.27% $149K 2026-05-14 $167.15
2025 Q4 REDUCED 10.1% -29.5% ✅ 752,895 -84,647 -10.1% 0.35% $199.5M 2026-02-13 $188.76
2025 Q3 REDUCED 11.8% +12.5% ❌ 837,542 -112,084 -11.8% 0.29% $205.3M 2025-11-17 $235.45
2025 Q2 REDUCED — — — 949,626 -17,404 -1.8% 0.41% $259.3M 2025-08-15 $240.41
2025 Q1 ADDED — — — 967,030 +45,183 +4.9% 0.46% $259.8M 2025-05-15 $287.86
2024 Q4 ADDED — — — 921,847 +973 +0.1% 0.53% $308.2M 2025-02-13 $326.05
2024 Q3 ADDED — — — 920,874 +15,575 +1.7% 0.44% $252.4M 2024-11-13 $337.40
2024 Q2 ADDED — — — 905,299 +59,220 +7.0% 0.44% $232.9M 2024-08-12 $247.74
2024 Q1 ADDED — — — 846,079 +1,872 +0.2% 0.51% $254.8M 2024-05-13 $273.16
67 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRM

As of 2026 Q2 — sorted by position size

Kessler Investment Group, LLC 3Y 7Y 5.45% Value Partners Investments Inc. 3Y 4.83% Positano Wealth Management Ltd 4.62% Mountain Hill Investment Partners Corp. 4.22% Generali Powszechne Towarzystwo Emerytalne 3.62% NIGHTVIEW CAPITAL, LLC 3Y 7Y 2.97% McGinn Penninger Investment Management, Inc. 3Y 2.83% SWP Investment Management LLC 2.6% F&V Capital Management, LLC 3Y 7Y 2.45% Catherine Avery Investment Management LLC 2.37%

FAQ About CANADA LIFE ASSURANCE Co and CRM

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

How long has CANADA LIFE ASSURANCE Co reported owning CRM?

CANADA LIFE ASSURANCE Co reported CRM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CRM position in CANADA LIFE ASSURANCE Co's portfolio?

The largest reported portfolio weight for CRM was 0.53% in 2024 Q4.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2026 Q1, when CANADA LIFE ASSURANCE Co reported 795,984 shares, equal to 0.27% of portfolio, with an estimated market value of $149K.

What does the chart on this CRM ownership page compare?

The chart compares CANADA LIFE ASSURANCE Co'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.

How well did CANADA LIFE ASSURANCE Co time their CRM position?

Based on 13F filing dates vs. subsequent CRM price moves, CANADA LIFE ASSURANCE Co correctly timed 36 out of 73 reported position changes (49%). The annualised alpha on CRM relative to SPY over the holding period was +3.5%.

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