Geneva 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $747K | Sell |
4,004
-761
| -16% | -$158K | 0.02% | 119 |
|
|
2025
Q4 | $1.26M | Sell |
4,765
-50
| -1% | -$12.4K | 0.02% | 121 |
|
|
2025
Q3 | $1.14M | Sell |
4,815
-182
| -4% | -$45.9K | 0.02% | 120 |
|
|
2025
Q2 | $1.36M | Sell |
4,997
-167
| -3% | -$44.6K | 0.02% | 120 |
|
|
2025
Q1 | $1.39M | Sell |
5,164
-91
| -2% | -$28.3K | 0.03% | 121 |
|
|
2024
Q4 | $1.76M | Sell |
5,255
-373
| -7% | -$119K | 0.03% | 122 |
|
|
2024
Q3 | $1.54M | Sell |
5,628
-488
| -8% | -$125K | 0.03% | 128 |
|
|
2024
Q2 | $1.57M | Sell |
6,116
-1,523
| -20% | -$408K | 0.03% | 127 |
|
|
2024
Q1 | $2.3M | Sell |
7,639
-384
| -5% | -$111K | 0.04% | 116 |
|
|
2023
Q4 | $2.11M | Sell |
8,023
-401
| -5% | -$90.8K | 0.04% | 116 |
|
|
2023
Q3 | $1.71M | Sell |
8,424
-234
| -3% | -$50.6K | 0.04% | 119 |
|
|
2023
Q2 | $1.83M | Sell |
8,658
-368
| -4% | -$75.1K | 0.04% | 117 |
|
|
2023
Q1 | $1.8M | Sell |
9,026
-3,288
| -27% | -$555K | 0.04% | 117 |
|
|
2022
Q4 | $1.63M | Sell |
12,314
-1,324
| -10% | -$193K | 0.04% | 119 |
|
|
2022
Q3 | $1.96M | Sell |
13,638
-4
| -0% | -$678 | 0.05% | 123 |
|
|
2022
Q2 | $2.25M | Sell |
13,642
-151
| -1% | -$26.7K | 0.05% | 119 |
|
|
2022
Q1 | $2.93M | Buy |
13,793
+141
| +1% | +$30.3K | 0.06% | 119 |
|
|
2021
Q4 | $3.47M | Sell |
13,652
-329
| -2% | -$92.4K | 0.06% | 118 |
|
|
2021
Q3 | $3.79M | Sell |
13,981
-408
| -3% | -$104K | 0.06% | 116 |
|
|
2021
Q2 | $3.52M | Sell |
14,389
-57
| -0.4% | -$13.1K | 0.06% | 118 |
|
|
2021
Q1 | $3.06M | Sell |
14,446
-129
| -0.9% | -$28.7K | 0.05% | 121 |
|
|
2020
Q4 | $3.24M | Buy |
14,575
+20
| +0.1% | +$4.86K | 0.05% | 118 |
|
|
2020
Q3 | $3.66M | Sell |
14,555
-1,610
| -10% | -$352K | 0.08% | 110 |
|
|
2020
Q2 | $3.03M | Buy |
16,165
+144
| +0.9% | +$24.3K | 0.07% | 109 |
|
|
2020
Q1 | $2.31M | Buy |
+16,021
| New | +$2.75M | 0.07% | 112 |
|
Other funds holding CRM
VCM
VPM
