M&G Plc CRM — SALESFORCE INC

Ownership history in M&G Plc  ·  11 quarters on record

AI Ownership Summary

M&G Plc reported SALESFORCE INC (CRM) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.6% in 2026 Q3. The latest visible filing shows CRM at 0.60% 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 M&G Plc'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 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% 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
2024 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.

CRM stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 515,996 +31,928 +6.6% 0.60% $118.7M 2026-11-04 $227.11
2026 Q2 REDUCED 6.4% +45.3% ❌ 484,068 -33,249 -6.4% 0.38% $76.0M 2026-08-06 $186.44
2026 Q1 ADDED — — — 517,317 +115,848 +28.9% 0.50% $96.7M 2026-05-13 $165.12
2025 Q4 ADDED — — — 401,469 +34,055 +9.3% 0.55% $106.4M 2026-02-12 $184.17
2025 Q3 ADDED — — — 367,414 +304,223 +481.4% 0.46% $87.1M 2025-11-07 $237.86
2025 Q2 ADDED — — — 63,191 +52,968 +518.1% 0.10% $17.3M 2025-08-08 $238.07
2025 Q1 REDUCED 25.0% +1.9% ❌ 10,223 -3,411 -25.0% 0.01% $2.7M 2025-05-13 $285.79
2024 Q4 REDUCED — — — 13,634 -639 -4.5% 0.03% $4.6M 2025-02-11 $320.10
2024 Q3 ADDED — — — 14,273 +7,038 +97.3% 0.01% $3.9M 2024-10-31 $287.18
2024 Q2 UNCHANGED — — — 7,235 — 0% 0.01% $1.9M 2024-07-16 $251.95
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRM

As of 2026 Q3 — sorted by position size

Kessler Investment Group, LLC 3Y 7Y 8.32% Value Partners Investments Inc. 3Y 4.61% NIGHTVIEW CAPITAL, LLC 3Y 7Y 4.42% Kennon-Green & Company, LLC 3Y 4.25% Mountain Hill Investment Partners Corp. 3.69% F&V Capital Management, LLC 3Y 7Y 3.51% PENN DAVIS MCFARLAND INC 3Y 7Y 3.1% Collar Capital Management, LLC 3.0% JERICHO FINANCIAL, LLP 2.93% Sustainable Growth Advisers, LP 3Y 7Y 2.87%

FAQ About M&G Plc and CRM

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

How long has M&G Plc reported owning CRM?

M&G Plc reported CRM across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported CRM position in M&G Plc's portfolio?

The largest reported portfolio weight for CRM was 0.60% in 2026 Q3.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2026 Q3, when M&G Plc reported 515,996 shares, equal to 0.60% of portfolio, with an estimated market value of $118.7M.

What does the chart on this CRM ownership page compare?

The chart compares M&G Plc'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 M&G Plc time their CRM position?

Based on 13F filing dates vs. subsequent CRM price moves, M&G Plc correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on CRM relative to SPY over the holding period was -21.3%.

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