Copeland 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 Q2	$15M	Sell	55,081 -148	-0.3%	-$40.4K	0.31%	103
2025 Q1	$14.8M	Sell	55,229 -913	-2%	-$245K	0.3%	104
2024 Q4	$18.8M	Sell	56,142 -8,505	-13%	-$2.84M	0.35%	93
2024 Q3	$17.7M	Buy	64,647 +28,532	+79%	+$7.81M	0.31%	102
2024 Q2	$9.29M	Buy	+36,115	New	+$9.29M	0.17%	119