WESTERLY CAPITAL MANAGEMENT, LLC CRM — SALESFORCE COM INC

Ownership history in WESTERLY CAPITAL MANAGEMENT, LLC  ·  2 quarters on record

AI Ownership Summary

WESTERLY CAPITAL MANAGEMENT, LLC reported SALESFORCE COM INC (CRM) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 2.66% in 2026 Q2. The latest visible filing shows CRM at 2.66% 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 WESTERLY 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
2026 Q2

CRM was reported at 2.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 WESTERLY CAPITAL MANAGEMENT, LLC fund profile WESTERLY CAPITAL MANAGEMENT, LLC full holdings
How WESTERLY 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 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 92,000 +77,000 +513.3% 2.66% $14.4M 2026-08-14 $196.21
1 older quarter 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

FERNBRIDGE CAPITAL MANAGEMENT LP 3Y 22.11% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 10.8% ValueAct Holdings, L.P. 3Y 7Y 8.33% Independent Franchise Partners LLP 3Y 7Y 5.98% Kessler Investment Group, LLC 3Y 7Y 5.45% Value Partners Investments Inc. 3Y 4.83% Positano Wealth Management Ltd 4.62% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 4.51% Mountain Hill Investment Partners Corp. 4.22% Montaka Global Pty Ltd 4.16%

FAQ About WESTERLY 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 WESTERLY CAPITAL MANAGEMENT, LLC reported owning CRM?

WESTERLY CAPITAL MANAGEMENT, LLC reported CRM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported CRM position in WESTERLY CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for CRM was 2.66% in 2026 Q2.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2026 Q2, when WESTERLY CAPITAL MANAGEMENT, LLC reported 92,000 shares, equal to 2.66% of portfolio, with an estimated market value of $14.4M.

What does the chart on this CRM ownership page compare?

The chart compares WESTERLY 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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