Aperture Investors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Hold |
9,338
| – | – | 0.33% | 60 |
|
|
2025
Q1 | $2.51M | Sell |
9,338
-5,277
| -36% | -$1.42M | 0.32% | 59 |
|
|
2024
Q4 | $4.89M | Hold |
14,615
| – | – | 0.61% | 44 |
|
|
2024
Q3 | $4M | Hold |
14,615
| – | – | 0.51% | 50 |
|
|
2024
Q2 | $3.76M | Hold |
14,615
| – | – | 0.55% | 48 |
|
|
2024
Q1 | $4.4M | Sell |
14,615
-3,172
| -18% | -$955K | 0.56% | 51 |
|
|
2023
Q4 | $4.68M | Buy |
17,787
+1,576
| +10% | +$415K | 0.82% | 39 |
|
|
2023
Q3 | $3.29M | Buy |
+16,211
| New | +$3.29M | 0.52% | 45 |
|