AAP
Ardsley Advisory Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,500
| Closed | -$6.04M | – | 130 |
|
|
2025
Q1 | $6.04M | Sell |
22,500
-69,500
| -76% | -$18.7M | 1.16% | 21 |
|
|
2024
Q4 | $30.8M | Buy |
92,000
+59,500
| +183% | +$19.9M | 4.88% | 1 |
|
|
2024
Q3 | $8.9M | Buy |
32,500
+15,500
| +91% | +$4.24M | 1.46% | 20 |
|
|
2024
Q2 | $4.37M | Sell |
17,000
-4,800
| -22% | -$1.23M | 0.64% | 48 |
|
|
2024
Q1 | $6.57M | Buy |
21,800
+10,525
| +93% | +$3.17M | 0.94% | 34 |
|
|
2023
Q4 | $2.97M | Buy |
11,275
+375
| +3% | +$98.7K | 0.46% | 43 |
|
|
2023
Q3 | $2.21M | Buy |
+10,900
| New | +$2.21M | 0.49% | 47 |
|
|
2023
Q2 | – | Sell |
-6,000
| Closed | -$1.2M | – | 107 |
|
|
2023
Q1 | $1.2M | Sell |
6,000
-850
| -12% | -$170K | 0.26% | 60 |
|
|
2022
Q4 | $908K | Buy |
6,850
+1,850
| +37% | +$245K | 0.19% | 60 |
|
|
2022
Q3 | $719K | Sell |
5,000
-3,900
| -44% | -$561K | 0.16% | 61 |
|
|
2022
Q2 | $1.47M | Buy |
8,900
+1,900
| +27% | +$314K | 0.24% | 52 |
|
|
2022
Q1 | $1.49M | Buy |
7,000
+3,000
| +75% | +$637K | 0.25% | 61 |
|
|
2021
Q4 | $1.02M | Sell |
4,000
-1,000
| -20% | -$254K | 0.19% | 58 |
|
|
2021
Q3 | $1.36M | Buy |
+5,000
| New | +$1.36M | 0.21% | 50 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$251K | – | 122 |
|
|
2020
Q3 | $251K | Buy |
+1,000
| New | +$251K | 0.05% | 97 |
|
|
2019
Q4 | – | Sell |
-5,000
| Closed | -$742K | – | 135 |
|
|
2019
Q3 | $742K | Buy |
+5,000
| New | +$742K | 0.17% | 59 |
|
|
2018
Q3 | – | Sell |
-6,000
| Closed | -$819K | – | 146 |
|
|
2018
Q2 | $819K | Buy |
+6,000
| New | +$819K | 0.12% | 71 |
|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$374K | – | 131 |
|
|
2017
Q3 | $374K | Sell |
4,000
-5,000
| -56% | -$468K | 0.05% | 90 |
|
|
2017
Q2 | $779K | Buy |
+9,000
| New | +$779K | 0.12% | 67 |
|
|
2017
Q1 | – | Sell |
-12,000
| Closed | -$822K | – | 142 |
|
|
2016
Q4 | $822K | Buy |
+12,000
| New | +$822K | 0.14% | 66 |
|
|
2016
Q1 | – | Sell |
-5,500
| Closed | -$431K | – | 141 |
|
|
2015
Q4 | $431K | Buy |
+5,500
| New | +$431K | 0.06% | 71 |
|
|
2014
Q1 | – | Sell |
-150,000
| Closed | -$8.28M | – | 214 |
|
|
2013
Q4 | $8.28M | Sell |
150,000
-6,000
| -4% | -$331K | 1.1% | 24 |
|
|
2013
Q3 | $8.1M | Buy |
+156,000
| New | +$8.1M | 1.65% | 18 |
|