Bornite Capital Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-50,000	Closed	-$16.7M	–	32
2024 Q4	$16.7M	Buy	50,000 +10,000	+25%	+$3.34M	2.25%	22
2024 Q3	$10.9M	Buy	+40,000	New	+$10.9M	1.94%	27
2023 Q3	–	Sell	-50,000	Closed	-$10.6M	–	49
2023 Q2	$10.6M	Buy	+50,000	New	+$10.6M	2.04%	26