Capital Impact Advisors’s Salesforce CRM Stock Holding History

Capital Impact Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.1M	Buy
2025 Q1	$10.7M	Buy
2023 Q1	–	Sell
2022 Q4	$558K	Buy
2022 Q3	$502K	Sell
2022 Q2	$720K	Buy
2022 Q1	$587K	Buy
2021 Q4	–	Sell
2021 Q3	$2.85M	Hold
2021 Q2	$2.57M	Buy
2021 Q1	$1.52M	Sell
2020 Q4	$2.89M	Sell
2020 Q3	$3.52M	Hold
2020 Q2	$2.62M	Sell
2020 Q1	$2.9M	Hold
2019 Q4	$3.28M	Hold
2019 Q3	$2.99M	Sell
2019 Q2	$4.65M	Hold
2019 Q1	$4.15M	Hold
2018 Q4	$4.15M	Hold
2018 Q3	$4.95M	Hold
2018 Q2	$4.17M	Hold
2018 Q1	$3.59M	Buy
2017 Q4	$2.64M	Hold
2017 Q3	$2.41M	Sell
2017 Q2	$2.53M	Hold
2017 Q1	$2.41M	Buy
2016 Q4	$1.29M	Hold
2016 Q3	$1.35M	Hold
2016 Q2	$1.5M	Buy
2015 Q4	–	Sell
2015 Q3	$1.38M	Buy
2015 Q2	$435K	Hold
2015 Q1	$417K	Buy