Churchill 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 |
-32,696
| Closed | -$10.9M | – | 145 |
|
|
2024
Q4 | $10.9M | Buy |
+32,696
| New | +$10.9M | 0.12% | 67 |
|
|
2023
Q4 | – | Sell |
-12,323
| Closed | -$2.5M | – | 138 |
|
|
2023
Q3 | $2.5M | Buy |
+12,323
| New | +$2.5M | 0.04% | 113 |
|
|
2019
Q4 | – | Sell |
-30,889
| Closed | -$4.59M | – | 120 |
|
|
2019
Q3 | $4.59M | Buy |
+30,889
| New | +$4.59M | 0.12% | 87 |
|
|
2014
Q1 | – | Sell |
-52,578
| Closed | -$2.9M | – | 183 |
|
|
2013
Q4 | $2.9M | Buy |
52,578
+12,600
| +32% | +$695K | 0.11% | 71 |
|
|
2013
Q3 | $2.08M | Buy |
+39,978
| New | +$2.08M | 0.11% | 63 |
|