AlTi Global’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
17,862
+1,396
| +8% | +$380K | 0.12% | 105 |
|
|
2025
Q1 | $4.42M | Sell |
16,466
-2,006
| -11% | -$538K | 0.12% | 94 |
|
|
2024
Q4 | $6.12M | Sell |
18,472
-1,221
| -6% | -$404K | 0.15% | 82 |
|
|
2024
Q3 | $5.4M | Buy |
19,693
+3,566
| +22% | +$977K | 0.13% | 97 |
|
|
2024
Q2 | $4.15M | Buy |
16,127
+3,465
| +27% | +$891K | 0.11% | 97 |
|
|
2024
Q1 | $3.8M | Buy |
12,662
+3,356
| +36% | +$1.01M | 0.11% | 104 |
|
|
2023
Q4 | $2.45M | Buy |
+9,306
| New | +$2.45M | 0.07% | 114 |
|