CRM SALESFORCE COM INC

Ownership history in KG&L Capital Management,LLC  ·  24 quarters on record

AI Ownership Summary

KG&L Capital Management,LLC reported SALESFORCE COM INC (CRM) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.46% in 2025 Q1. The latest visible filing shows CRM at 0.11% 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 KG&L Capital Management,LLC's position in SALESFORCE COM 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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q1

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 KG&L 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,740 -8,160 -82.4% 0.11% $461K 2026-02-14 (Est.) $189.25
2025 Q3 ADDED 9,900 +7,970 +413.0% 0.12% $443K 2025-10-22 $255.59
2025 Q3 REDUCED 1,930 -2,324 -54.6% 0.12% $457K 2025-10-22 $255.59
2025 Q2 REDUCED 4,254 -1,058 -19.9% 0.34% $1.2M 2025-07-17 $258.36
2025 Q1 ADDED 5,312 +1,924 +56.8% 0.46% $1.4M 2025-04-23 $248.62
2024 Q4 ADDED 3,388 +1 +0.0% 0.36% $1.1M 2025-01-24 $330.89
2024 Q3 ADDED 3,387 +308 +10.0% 0.30% $927K 2024-10-29 $295.87
2024 Q2 ADDED 3,079 +1,563 +103.1% 0.27% $792K 2024-07-23 $253.08
2024 Q1 REDUCED 1,516 -50 -3.2% 0.18% $457K 2024-04-25 $269.54
2023 Q4 REDUCED 1,566 -1,941 -55.3% 0.17% $412K 2024-01-24 $272.87
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KG&L 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 KG&L Capital Management,LLC reported owning CRM?

KG&L Capital Management,LLC reported CRM across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for CRM was 0.46% in 2025 Q1.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2025 Q4, when KG&L Capital Management,LLC reported 1,740 shares, equal to 0.11% of portfolio, with an estimated market value of $461K.

What does the chart on this CRM ownership page compare?

The chart compares KG&L 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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