Cornerstone Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14M Sell
51,259
-2
-0% -$545 1.46% 34
2025
Q1
$13.8M Sell
51,261
-318
-0.6% -$85.3K 1.48% 34
2024
Q4
$17.2M Sell
51,579
-4,375
-8% -$1.46M 1.82% 24
2024
Q3
$15.3M Hold
55,954
1.43% 32
2024
Q2
$14.4M Buy
55,954
+4,335
+8% +$1.11M 1.45% 31
2024
Q1
$15.5M Buy
51,619
+530
+1% +$160K 1.59% 30
2023
Q4
$13.4M Hold
51,089
1.47% 29
2023
Q3
$10.4M Hold
51,089
1.25% 34
2023
Q2
$10.8M Sell
51,089
-65
-0.1% -$13.7K 1.25% 35
2023
Q1
$10.2M Buy
51,154
+15
+0% +$3K 1.23% 33
2022
Q4
$6.78M Sell
51,139
-27,200
-35% -$3.61M 0.87% 38
2022
Q3
$11.3M Sell
78,339
-135
-0.2% -$19.4K 1.58% 29
2022
Q2
$13M Sell
78,474
-90
-0.1% -$14.9K 1.66% 26
2022
Q1
$16.7M Buy
78,564
+4,625
+6% +$982K 1.87% 24
2021
Q4
$18.8M Buy
73,939
+45
+0.1% +$11.4K 2% 23
2021
Q3
$20M Buy
73,894
+970
+1% +$263K 2.31% 20
2021
Q2
$17.8M Sell
72,924
-293
-0.4% -$71.6K 2.02% 22
2021
Q1
$15.5M Buy
73,217
+5,293
+8% +$1.12M 1.88% 26
2020
Q4
$15.1M Buy
67,924
+10,735
+19% +$2.39M 1.94% 25
2020
Q3
$14.4M Buy
+57,189
New +$14.4M 2.07% 23