F&V Capital Management, LLC CRM — SALESFORCE INC

Ownership history in F&V Capital Management, LLC  ·  2 quarters on record

AI Ownership Summary

F&V Capital Management, LLC reported SALESFORCE INC (CRM) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 3.51% in 2026 Q3. The latest visible filing shows CRM at 3.51% 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 F&V Capital Management, 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
2026 Q3

CRM was reported at 3.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.51% in 2026 Q3

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

Time in book
Holding Window
2026 Q2 to 2026 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 F&V Capital Management, 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 85,805 +962 +1.1% 3.51% $20K 2026-10-19 $242.45
2026 Q2 INITIATED — — — 84,843 — — 2.45% $13K 2026-07-21 $169.76

FAQ About F&V Capital Management, 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 F&V Capital Management, LLC reported owning CRM?

F&V Capital Management, LLC reported CRM across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported CRM position in F&V Capital Management, LLC's portfolio?

The largest reported portfolio weight for CRM was 3.51% in 2026 Q3.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2026 Q3, when F&V Capital Management, LLC reported 85,805 shares, equal to 3.51% of portfolio, with an estimated market value of $20K.

What does the chart on this CRM ownership page compare?

The chart compares F&V Capital Management, 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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