EC
Eminence Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215M | Buy |
786,648
+419,498
| +114% | +$114M | 2.58% | 9 |
|
|
2025
Q1 | $98.5M | Sell |
367,150
-8,573
| -2% | -$2.3M | 1.65% | 32 |
|
|
2024
Q4 | $126M | Buy |
375,723
+22,867
| +6% | +$7.65M | 1.92% | 25 |
|
|
2024
Q3 | $96.6M | Sell |
352,856
-191,836
| -35% | -$52.5M | 1.36% | 30 |
|
|
2024
Q2 | $140M | Buy |
544,692
+23,997
| +5% | +$6.17M | 2.26% | 20 |
|
|
2024
Q1 | $157M | Buy |
520,695
+31,295
| +6% | +$9.43M | 2.22% | 12 |
|
|
2023
Q4 | $129M | Sell |
489,400
-47,912
| -9% | -$12.6M | 1.93% | 16 |
|
|
2023
Q3 | $109M | Sell |
537,312
-36,340
| -6% | -$7.37M | 2.15% | 20 |
|
|
2023
Q2 | $121M | Sell |
573,652
-309,503
| -35% | -$65.4M | 1.59% | 16 |
|
|
2023
Q1 | $176M | Sell |
883,155
-230,832
| -21% | -$46.1M | 2.51% | 4 |
|
|
2022
Q4 | $148M | Buy |
1,113,987
+419,512
| +60% | +$55.6M | 2.74% | 5 |
|
|
2022
Q3 | $99.9M | Sell |
694,475
-43,319
| -6% | -$6.23M | 2.09% | 14 |
|
|
2022
Q2 | $122M | Sell |
737,794
-17,963
| -2% | -$2.96M | 2.42% | 7 |
|
|
2022
Q1 | $160M | Sell |
755,757
-68,935
| -8% | -$14.6M | 1.82% | 6 |
|
|
2021
Q4 | $210M | Sell |
824,692
-100,659
| -11% | -$25.6M | 1.99% | 5 |
|
|
2021
Q3 | $251M | Sell |
925,351
-85,348
| -8% | -$23.1M | 3.39% | 5 |
|
|
2021
Q2 | $247M | Buy |
+1,010,699
| New | +$247M | 3.04% | 5 |
|