DNCA FINANCE CRM — SALESFORCE INC

Ownership history in DNCA FINANCE  ·  8 quarters on record

AI Ownership Summary

DNCA FINANCE reported SALESFORCE INC (CRM) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.06% in 2025 Q3. The latest visible filing shows CRM at 0.63% 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 DNCA FINANCE'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 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2025 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 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 DNCA FINANCE fund profile DNCA FINANCE full holdings
How DNCA FINANCE 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)
2026 Q1 REDUCED — — — 59,000 -6,600 -10.1% 0.63% $11.0M 2026-05-14 $167.58
2025 Q4 UNCHANGED — — — 65,600 — 0% 1.01% $17.4M 2026-02-13 $189.25
2025 Q3 ADDED — — — 65,600 +30,900 +89.0% 1.06% $15.5M 2025-11-14 $242.66
2025 Q2 ADDED — — — 34,700 +13,600 +64.5% 0.72% $9.5M 2025-08-13 $235.65
2025 Q1 REDUCED 38.1% +1.9% ❌ 21,100 -13,000 -38.1% 0.47% $5.7M 2025-05-14 $288.59
2024 Q4 ADDED — — — 34,100 +300 +0.9% 0.89% $11.4M 2025-02-13 $326.89
2024 Q3 REDUCED 15.5% +22.8% ❌ 33,800 -6,200 -15.5% 0.79% $9.3M 2024-11-13 $338.27
2024 Q2 INITIATED — — — 40,000 — — 0.88% $10.3M 2024-07-15 $249.92

🏢 Other funds also holding CRM

As of 2026 Q1 — sorted by position size

FERNBRIDGE CAPITAL MANAGEMENT LP 3Y 23.08% TAM Capital Management Inc. 3Y 7Y 19.99% Rule One Partners, LLC 16.13% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 13.1% ValueAct Holdings, L.P. 3Y 7Y 9.79% Veritas Asset Management LLP 3Y 7Y 7.13% TenCore Partners, LP 3Y 6.4% Novo Holdings A/S 3Y 7Y 5.95% Value Partners Investments Inc. 3Y 5.52% Independent Franchise Partners LLP 3Y 7Y 5.27%

FAQ About DNCA FINANCE and CRM

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

How long has DNCA FINANCE reported owning CRM?

DNCA FINANCE reported CRM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CRM position in DNCA FINANCE's portfolio?

The largest reported portfolio weight for CRM was 1.06% in 2025 Q3.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2026 Q1, when DNCA FINANCE reported 59,000 shares, equal to 0.63% of portfolio, with an estimated market value of $11.0M.

What does the chart on this CRM ownership page compare?

The chart compares DNCA FINANCE'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 DNCA FINANCE time their CRM position?

Based on 13F filing dates vs. subsequent CRM price moves, DNCA FINANCE correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on CRM relative to SPY over the holding period was -21.8%.

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