Everence Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.15M | Sell |
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|
2025
Q2 | $5.2M | Sell |
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|
2025
Q1 | $7.04M | Buy |
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|
2024
Q4 | $7.7M | Sell |
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|
2024
Q3 | $6.8M | Sell |
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|
2024
Q2 | $7.84K | Hold |
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|
2024
Q1 | $8.78K | Hold |
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|
2023
Q4 | $7.67M | Buy |
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|
2023
Q3 | $5.74K | Buy |
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|
2023
Q2 | $5.96M | Hold |
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|
2023
Q1 | $5.33K | Hold |
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|
2022
Q4 | $3.54K | Buy |
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|
2022
Q3 | $3.75M | Sell |
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|
2022
Q2 | $5.59M | Hold |
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|
2022
Q1 | $7.19M | Buy |
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|
2021
Q4 | $7.13M | Buy |
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|
2021
Q3 | $7.39M | Hold |
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|
2021
Q2 | $6.66M | Buy |
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|
2021
Q1 | $5.46M | Hold |
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|
2020
Q4 | $5.74M | Buy |
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|
2020
Q3 | $5.58M | Buy |
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|
2020
Q2 | $3.57M | Hold |
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|
2020
Q1 | $2.94M | Hold |
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|
2019
Q4 | $3.32M | Buy |
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|
2019
Q3 | $2.59M | Hold |
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|
2019
Q2 | $2.64M | Hold |
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|
2019
Q1 | $2.76M | Buy |
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|
2018
Q4 | $2.13M | Hold |
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|
2018
Q3 | $2.48M | Hold |
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|
2018
Q2 | $2.12M | Hold |
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|
2018
Q1 | $1.81M | Hold |
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|
2017
Q4 | $1.59M | Buy |
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|
2017
Q3 | $1.22M | Hold |
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|
2017
Q2 | $1.14M | Hold |
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|
2017
Q1 | $1.08M | Hold |
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|
2016
Q4 | $897K | Sell |
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|
2016
Q3 | $1.08M | Hold |
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|
2016
Q2 | $1.21M | Hold |
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|
2016
Q1 | $1.12M | Hold |
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|
2015
Q4 | $1.19M | Buy |
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|
2015
Q3 | $757K | Hold |
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|
2015
Q2 | $759K | Hold |
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|
2015
Q1 | $756K | Hold |
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|
2014
Q4 | $647K | Sell |
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|
2014
Q3 | $732K | Hold |
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|
2014
Q2 | $720K | Hold |
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|
2014
Q1 | $708K | Hold |
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|
2013
Q4 | $684K | Hold |
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|
2013
Q3 | $643K | Hold |
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|
2013
Q2 | $473K | Buy |
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