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Everence Capital Management’s Salesforce CRM Stock Holding History

Everence Capital Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.2M Sell
19,070
-7,170
-27% -$1.96M 0.33% 46
2025
Q1 		$7.04M Buy
26,240
+3,200
+14% +$859K 0.48% 35
2024
Q4 		$7.7M Sell
23,040
-1,800
-7% -$602K 0.5% 32
2024
Q3 		$6.8M Sell
24,840
-4,320
-15% -$1.18M 0.43% 37
2024
Q2 		$7.84K Hold
29,160
– – 0.54% 30
2024
Q1 		$8.78K Hold
29,160
– – 0.58% 29
2023
Q4 		$7.67M Buy
29,160
+880
+3% +$232K 0.55% 30
2023
Q3 		$5.74K Buy
28,280
+1,580
+6% +$320 0.45% 36
2023
Q2 		$5.96M Hold
26,700
– – 0.48% 32
2023
Q1 		$5.33K Hold
26,700
– – 0.44% 39
2022
Q4 		$3.54K Buy
26,700
+613
+2% +$81 0.31% 61
2022
Q3 		$3.75M Sell
26,087
-7,780
-23% -$1.12M 0.35% 55
2022
Q2 		$5.59M Hold
33,867
– – 0.5% 35
2022
Q1 		$7.19M Buy
33,867
+5,830
+21% +$1.24M 0.55% 32
2021
Q4 		$7.13M Buy
28,037
+790
+3% +$201K 0.53% 30
2021
Q3 		$7.39M Hold
27,247
– – 0.61% 27
2021
Q2 		$6.66M Buy
27,247
+1,460
+6% +$357K 0.55% 30
2021
Q1 		$5.46M Hold
25,787
– – 0.5% 35
2020
Q4 		$5.74M Buy
25,787
+3,590
+16% +$799K 0.56% 30
2020
Q3 		$5.58M Buy
22,197
+1,770
+9% +$445K 0.61% 24
2020
Q2 		$3.57M Hold
20,427
– – 0.42% 42
2020
Q1 		$2.94M Hold
20,427
– – 0.41% 43
2019
Q4 		$3.32M Buy
20,427
+2,999
+17% +$488K 0.5% 38
2019
Q3 		$2.59M Hold
17,428
– – 0.42% 50
2019
Q2 		$2.64M Hold
17,428
– – 0.44% 48
2019
Q1 		$2.76M Buy
17,428
+1,859
+12% +$294K 0.48% 45
2018
Q4 		$2.13M Hold
15,569
– – 0.49% 50
2018
Q3 		$2.48M Hold
15,569
– – 0.49% 48
2018
Q2 		$2.12M Hold
15,569
– – 0.45% 54
2018
Q1 		$1.81M Hold
15,569
– – 0.4% 61
2017
Q4 		$1.59M Buy
15,569
+2,464
+19% +$252K 0.35% 68
2017
Q3 		$1.22M Hold
13,105
– – 0.28% 101
2017
Q2 		$1.14M Hold
13,105
– – 0.28% 103
2017
Q1 		$1.08M Hold
13,105
– – 0.28% 94
2016
Q4 		$897K Sell
13,105
-2,090
-14% -$143K 0.26% 112
2016
Q3 		$1.08M Hold
15,195
– – 0.32% 83
2016
Q2 		$1.21M Hold
15,195
– – 0.37% 70
2016
Q1 		$1.12M Hold
15,195
– – 0.35% 81
2015
Q4 		$1.19M Buy
15,195
+4,292
+39% +$336K 0.39% 68
2015
Q3 		$757K Hold
10,903
– – 0.26% 116
2015
Q2 		$759K Hold
10,903
– – 0.25% 129
2015
Q1 		$756K Hold
10,903
– – 0.25% 125
2014
Q4 		$647K Sell
10,903
-1,493
-12% -$88.6K 0.22% 136
2014
Q3 		$732K Hold
12,396
– – 0.27% 126
2014
Q2 		$720K Hold
12,396
– – 0.27% 126
2014
Q1 		$708K Hold
12,396
– – 0.28% 116
2013
Q4 		$684K Hold
12,396
– – 0.28% 117
2013
Q3 		$643K Hold
12,396
– – 0.28% 108
2013
Q2 		$473K Buy
+12,396
New +$473K 0.21% 140