SEC 13F Intelligence

Connective Portfolio Management, LLC / CRM

Connective Portfolio Management, LLC’s Salesforce Inc Position

Does Connective Portfolio Management, LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 5.2K shares worth $2M in Q4 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$2M
Q4 2024
Shares
5.2K
% of Portfolio
+2.57%
Quarters Held
8
position exited

Position History CRM

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’23: $1MQ2 ’23Q3 ’23: $1MQ3 ’23Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20245.2K$2M+2.57%
Q3 20245.2K$1M+2.48%
Q2 20245.2K$1M+2.16%
Q1 20245.2K$2M+2.74%
Q4 20235.2K$1M+2.77%
Q3 20235.2K$1M+3.19%
Q2 20235.2K$1M+2.71%
Q1 202311.4K$2M+7.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Connective Portfolio Management, LLC’s full portfolio or all institutional holders of CRM.