FCM
Fernbridge Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392M | Buy |
1,436,860
+709,001
| +97% | +$193M | 18.66% | 1 |
|
|
2025
Q1 | $195M | Buy |
727,859
+196,780
| +37% | +$52.8M | 10.83% | 3 |
|
|
2024
Q4 | $178M | Sell |
531,079
-541,343
| -50% | -$181M | 9.31% | 4 |
|
|
2024
Q3 | $294M | Buy |
1,072,422
+172,534
| +19% | +$47.2M | 18.01% | 1 |
|
|
2024
Q2 | $231M | Buy |
899,888
+503,231
| +127% | +$129M | 15.38% | 1 |
|
|
2024
Q1 | $119M | Sell |
396,657
-220,561
| -36% | -$66.4M | 9.17% | 3 |
|
|
2023
Q4 | $162M | Sell |
617,218
-161,288
| -21% | -$42.4M | 13.76% | 1 |
|
|
2023
Q3 | $158M | Buy |
778,506
+190,954
| +32% | +$38.7M | 15.24% | 1 |
|
|
2023
Q2 | $124M | Sell |
587,552
-22,073
| -4% | -$4.66M | 12.29% | 2 |
|
|
2023
Q1 | $122M | Sell |
609,625
-145,981
| -19% | -$29.2M | 13.72% | 2 |
|
|
2022
Q4 | $100M | Buy |
755,606
+331,088
| +78% | +$43.9M | 14.4% | 1 |
|
|
2022
Q3 | $61.1M | Buy |
424,518
+206,850
| +95% | +$29.8M | 8.37% | 4 |
|
|
2022
Q2 | $35.9M | Sell |
217,668
-32,095
| -13% | -$5.3M | 5.18% | 9 |
|
|
2022
Q1 | $53M | Buy |
+249,763
| New | +$53M | 5.47% | 6 |
|