Seven Springs Wealth Group, LLC CRM — SALESFORCE INC

Ownership history in Seven Springs Wealth Group, LLC  ·  15 quarters on record

AI Ownership Summary

Seven Springs Wealth Group, LLC reported SALESFORCE INC (CRM) in 15 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.52% in 2024 Q4. The latest visible filing shows CRM at 0.07% 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 Seven Springs Wealth Group, 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
2025 Q4

CRM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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 Seven Springs Wealth Group, LLC fund profile Seven Springs Wealth Group, LLC full holdings
How Seven Springs Wealth Group, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 899 +5 +0.6% 0.07% $238K 2026-02-10 $192.47
2025 Q3 UNCHANGED — — — 894 — 0% 0.05% $212K 2025-11-12 $244.38
2025 Q2 REDUCED 10.2% -10.0% ✅ 894 -101 -10.2% 0.06% $244K 2025-08-13 $235.04
2025 Q1 REDUCED 76.3% +1.9% ❌ 995 -3,201 -76.3% 0.10% $267K 2025-05-15 $287.86
2024 Q4 ADDED — — — 4,196 +54 +1.3% 0.52% $1.4M 2025-02-14 $322.78
2024 Q3 REDUCED — — — 4,142 -89 -2.1% 0.41% $1.1M 2024-11-14 $327.46
2024 Q2 REDUCED — — — 4,231 -3 -0.1% 0.43% $1.1M 2024-07-30 $254.27
2024 Q1 REDUCED 6.0% -14.9% ✅ 4,234 -272 -6.0% 0.49% $1.3M 2024-05-07 $272.82
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRM

As of 2026 Q2 — sorted by position size

Kessler Investment Group, LLC 3Y 7Y 5.45% Value Partners Investments Inc. 3Y 4.83% Mountain Hill Investment Partners Corp. 4.22% SWP Investment Management LLC 2.6% PENN DAVIS MCFARLAND INC 3Y 7Y 2.19% Deane Retirement Strategies, Inc. 3Y 7Y 2.03% St. Louis Financial Planners Asset Management, LLC 3Y 1.9% BARLOW WEALTH PARTNERS, LLC 1.73% MOGY JOEL R INVESTMENT COUNSEL INC 3Y 7Y 1.67% PKO BP BANKOWY Universal Pension Society JSC 1.61%

FAQ About Seven Springs Wealth Group, 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 Seven Springs Wealth Group, LLC reported owning CRM?

Seven Springs Wealth Group, LLC reported CRM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CRM position in Seven Springs Wealth Group, LLC's portfolio?

The largest reported portfolio weight for CRM was 0.52% in 2024 Q4.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2025 Q4, when Seven Springs Wealth Group, LLC reported 899 shares, equal to 0.07% of portfolio, with an estimated market value of $238K.

What does the chart on this CRM ownership page compare?

The chart compares Seven Springs Wealth Group, 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 Seven Springs Wealth Group, LLC time their CRM position?

Based on 13F filing dates vs. subsequent CRM price moves, Seven Springs Wealth Group, LLC correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on CRM relative to SPY over the holding period was -13.4%.

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