Distillate Capital Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.3M Buy
+103,740
New +$28.3M 1.52% 12
2024
Q4
Sell
-132,242
Closed -$36.2M 125
2024
Q3
$36.2M Buy
132,242
+1,331
+1% +$364K 1.81% 23
2024
Q2
$33.7M Buy
+130,911
New +$33.7M 1.78% 9