BTG Pactual Asset Management US’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
912
-791
-46% -$216K 0.03% 134
2025
Q1
$457K Sell
1,703
-6,599
-79% -$1.77M 0.05% 129
2024
Q4
$2.78M Buy
8,302
+1,638
+25% +$548K 0.29% 60
2024
Q3
$1.82M Buy
6,664
+1,600
+32% +$438K 0.16% 74
2024
Q2
$1.3M Buy
+5,064
New +$1.3M 0.19% 65