CRM β€” SALESFORCE INC

Ownership history in Canoe Financial LP  Β·  2 quarters on record

AI Ownership Summary

Canoe Financial LP reported SALESFORCE INC (CRM) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.83% in 2025 Q3. The latest visible filing shows CRM at 0.83% 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 Canoe Financial LP'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 Q3

CRM was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 Canoe Financial LP held CRM β€” position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 244,683 +34,420 +16.4% 0.83% $58.0M 2025-10-15 $236.20
2025 Q2 INITIATED 210,263 β€” β€” 0.82% $57.3M 2025-07-10 $263.09

FAQ About Canoe Financial LP and CRM

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

How long has Canoe Financial LP reported owning CRM?

Canoe Financial LP reported CRM across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported CRM position in Canoe Financial LP's portfolio?

The largest reported portfolio weight for CRM was 0.83% in 2025 Q3.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2025 Q3, when Canoe Financial LP reported 244,683 shares, equal to 0.83% of portfolio, with an estimated market value of $58.0M.

What does the chart on this CRM ownership page compare?

The chart compares Canoe Financial LP'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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