FORA Capital, LLC CRM — SALESFORCECOM INC CMN

Ownership history in FORA Capital, LLC  ·  17 quarters on record

AI Ownership Summary

FORA Capital, LLC reported SALESFORCECOM INC CMN (CRM) in 17 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.39% in 2024 Q3. The latest visible filing shows CRM at 0.63% 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 FORA Capital, LLC's position in SALESFORCECOM INC CMN, 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 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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.

CRM stock page FORA Capital, LLC fund profile FORA Capital, LLC full holdings
How FORA Capital, LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25.3% -29.5% ✅ 23,702 -8,026 -25.3% 0.63% $5.2M 2026-02-14 (Est.) $189.25
2025 Q3 REDUCED 22.3% +12.5% ❌ 31,728 -9,100 -22.3% 1.33% $7.5M 2025-11-13 $239.44
2025 Q2 ADDED — — — 40,828 +18,537 +83.2% 1.24% $11.1M 2025-08-13 $235.65
2025 Q1 REDUCED 48.4% +1.9% ❌ 22,291 -20,915 -48.4% 0.61% $6.0M 2025-05-14 $288.59
2024 Q3 ADDED — — — 43,206 +42,357 +4989.0% 1.39% $11.8M 2024-11-13 $338.27
2024 Q2 REDUCED 99.1% +6.8% ❌ 849 -93,637 -99.1% 0.03% $218K 2024-08-13 $251.64
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRM

As of 2026 Q1 — sorted by position size

TenCore Partners, LP 3Y 6.4% Value Partners Investments Inc. 3Y 5.52% Mountain Hill Investment Partners Corp. 5.26% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 4.58% Kessler Investment Group, LLC 3Y 7Y 4.27% Montaka Global Pty Ltd 4.25% Generali Powszechne Towarzystwo Emerytalne 3.82% Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3.7% NIGHTVIEW CAPITAL, LLC 3Y 7Y 3.63% Dash Acquisitions Inc. 3Y 3.47%

FAQ About FORA Capital, 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 FORA Capital, LLC reported owning CRM?

FORA Capital, LLC reported CRM across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported CRM position in FORA Capital, LLC's portfolio?

The largest reported portfolio weight for CRM was 1.39% in 2024 Q3.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2025 Q4, when FORA Capital, LLC reported 23,702 shares, equal to 0.63% of portfolio, with an estimated market value of $5.2M.

What does the chart on this CRM ownership page compare?

The chart compares FORA Capital, 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.

How well did FORA Capital, LLC time their CRM position?

Based on 13F filing dates vs. subsequent CRM price moves, FORA Capital, LLC correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on CRM relative to SPY over the holding period was -19.1%.

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