Claret Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
+1,597
| New | +$436K | 0.06% | 115 |
|
|
2025
Q1 | – | Sell |
-1,620
| Closed | -$542K | – | 117 |
|
|
2024
Q4 | $542K | Buy |
1,620
+464
| +40% | +$155K | 0.09% | 97 |
|
|
2024
Q3 | $316K | Buy |
1,156
+4
| +0.3% | +$1.09K | 0.05% | 113 |
|
|
2024
Q2 | $296K | Buy |
1,152
+203
| +21% | +$52.2K | 0.05% | 112 |
|
|
2024
Q1 | $286K | Buy |
949
+72
| +8% | +$21.7K | 0.05% | 122 |
|
|
2023
Q4 | $231K | Buy |
+877
| New | +$231K | 0.04% | 137 |
|
|
2022
Q1 | – | Sell |
-873
| Closed | -$222K | – | 161 |
|
|
2021
Q4 | $222K | Buy |
873
+100
| +13% | +$25.4K | 0.04% | 144 |
|
|
2021
Q3 | $210K | Buy |
+773
| New | +$210K | 0.04% | 161 |
|
|
2020
Q1 | – | Sell |
-1,344
| Closed | -$219K | – | 177 |
|
|
2019
Q4 | $219K | Buy |
+1,344
| New | +$219K | 0.04% | 174 |
|