Aspiriant LLC’s Salesforce CRM Stock Holding History

Aspiriant LLC’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Sell	5,080 -352	-6%	-$96K	0.04%	126
2025 Q1	$1.46M	Sell	5,432 -1,153	-18%	-$309K	0.05%	113
2024 Q4	$2.2M	Buy	6,585 +261	+4%	+$87.3K	0.08%	92
2024 Q3	$1.73M	Sell	6,324 -1,883	-23%	-$515K	0.07%	105
2024 Q2	$2.11M	Sell	8,207 -2,287	-22%	-$588K	0.09%	88
2024 Q1	$3.16M	Sell	10,494 -19	-0.2%	-$5.72K	0.13%	72
2023 Q4	$2.77M	Buy	10,513 +1,249	+13%	+$329K	0.12%	77
2023 Q3	$1.88M	Sell	9,264 -3,181	-26%	-$645K	0.1%	94
2023 Q2	$2.63M	Sell	12,445 -397	-3%	-$83.9K	0.13%	77
2023 Q1	$2.57M	Sell	12,842 -533	-4%	-$106K	0.13%	77
2022 Q4	$1.77M	Buy	13,375 +222	+2%	+$29.4K	0.09%	95
2022 Q3	$1.89M	Sell	13,153 -36	-0.3%	-$5.18K	0.09%	85
2022 Q2	$2.18M	Buy	13,189 +831	+7%	+$137K	0.11%	79
2022 Q1	$2.62M	Buy	12,358 +244	+2%	+$51.8K	0.14%	71
2021 Q4	$3.08M	Buy	12,114 +2,476	+26%	+$629K	0.16%	69
2021 Q3	$2.61M	Buy	9,638 +313	+3%	+$84.9K	0.15%	69
2021 Q2	$2.28M	Sell	9,325 -2,783	-23%	-$680K	0.13%	70
2021 Q1	$2.57M	Sell	12,108 -763	-6%	-$162K	0.16%	60
2020 Q4	$2.87M	Buy	12,871 +1,418	+12%	+$316K	0.2%	52
2020 Q3	$2.88M	Buy	11,453 +174	+2%	+$43.7K	0.23%	53
2020 Q2	$2.11M	Buy	11,279 +800	+8%	+$150K	0.2%	53
2020 Q1	$1.51M	Buy	10,479 +418	+4%	+$60.2K	0.15%	60
2019 Q4	$1.64M	Buy	10,061 +1,203	+14%	+$196K	0.15%	66
2019 Q3	$1.32M	Buy	8,858 +5,550	+168%	+$825K	0.12%	89
2019 Q2	$501K	Sell	3,308 -43	-1%	-$6.51K	0.04%	148
2019 Q1	$532K	Buy	3,351 +510	+18%	+$81K	0.04%	142
2018 Q4	$387K	Sell	2,841 -843	-23%	-$115K	0.03%	162
2018 Q3	$587K	Buy	3,684 +389	+12%	+$62K	0.05%	145
2018 Q2	$449K	Buy	3,295 +273	+9%	+$37.2K	0.04%	170
2018 Q1	$351K	Buy	+3,022	New	+$351K	0.03%	178
2017 Q4	–	Sell	-2,376	Closed	-$222K	–	101
2017 Q3	$222K	Buy	+2,376	New	+$222K	0.02%	188
2017 Q2	–	Sell	-2,499	Closed	-$206K	–	214
2017 Q1	$206K	Buy	+2,499	New	+$206K	0.02%	201