Sendero Wealth Management, LLC CRM — SALESFORCE INC

Ownership history in Sendero Wealth Management, LLC  ·  14 quarters on record

AI Ownership Summary

Sendero Wealth Management, LLC reported SALESFORCE INC (CRM) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.1% in 2026 Q1. The latest visible filing shows CRM at 1.10% 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 Sendero Wealth 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 Q1

CRM was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2026 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 2026 Q1

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 Sendero Wealth Management, LLC fund profile Sendero Wealth Management, LLC full holdings
How Sendero Wealth 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 53,307 +18,344 +52.5% 1.10% $10.0M 2026-04-22 $189.80
2025 Q4 ADDED — — — 34,963 +3,984 +12.9% 1.03% $9.3M 2026-01-13 $240.46
2025 Q3 ADDED — — — 30,979 +11,217 +56.8% 0.86% $7.3M 2025-10-08 $239.44
2025 Q2 ADDED — — — 19,762 +5,863 +42.2% 0.67% $5.4M 2025-07-22 $262.05
2024 Q4 REDUCED 38.7% -19.7% ✅ 13,899 -8,768 -38.7% 0.69% $4.6M 2025-01-14 $320.64
2024 Q3 ADDED — — — 22,667 +3,738 +19.7% 0.98% $6.2M 2024-10-09 $285.01
2024 Q2 ADDED — — — 18,929 +7,286 +62.6% 0.82% $4.9M 2024-07-12 $251.01
2024 Q1 REDUCED 27.1% -14.9% ✅ 11,643 -4,338 -27.1% 0.60% $3.5M 2024-04-16 $273.75
2023 Q4 REDUCED 9.0% +15.0% ❌ 15,981 -1,583 -9.0% 0.79% $4.2M 2024-01-17 $267.51
5 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

Value Partners Investments Inc. 3Y 5.52% Kessler Investment Group, LLC 3Y 7Y 4.27% Generali Powszechne Towarzystwo Emerytalne 3.82% NIGHTVIEW CAPITAL, LLC 3Y 7Y 3.63% Guinness Atkinson Asset Management Inc 3Y 7Y 3.03% PENN DAVIS MCFARLAND INC 3Y 7Y 2.84% PKO BP BANKOWY Universal Pension Society JSC 2.62% Gibraltar Capital Management, Inc. 3Y 7Y 2.41% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 2.3% MOGY JOEL R INVESTMENT COUNSEL INC 3Y 7Y 2.27%

FAQ About Sendero Wealth 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 Sendero Wealth Management, LLC reported owning CRM?

Sendero Wealth Management, LLC reported CRM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CRM position in Sendero Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CRM was 1.10% in 2026 Q1.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2026 Q1, when Sendero Wealth Management, LLC reported 53,307 shares, equal to 1.10% of portfolio, with an estimated market value of $10.0M.

What does the chart on this CRM ownership page compare?

The chart compares Sendero Wealth 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.

How well did Sendero Wealth Management, LLC time their CRM position?

Based on 13F filing dates vs. subsequent CRM price moves, Sendero Wealth Management, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on CRM relative to SPY over the holding period was -11.6%.

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