Iconiq Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
37,928
-665
| -2% | -$181K | 0.17% | 26 |
|
|
2025
Q1 | $10.4M | Sell |
38,593
-661
| -2% | -$177K | 0.18% | 27 |
|
|
2024
Q4 | $13.1M | Sell |
39,254
-34,142
| -47% | -$11.4M | 0.2% | 30 |
|
|
2024
Q3 | $20.1M | Buy |
73,396
+72,606
| +9,191% | +$19.9M | 0.43% | 22 |
|
|
2024
Q2 | $203K | Buy |
+790
| New | +$203K | ﹤0.01% | 94 |
|
|
2021
Q4 | – | Sell |
-13,943
| Closed | -$3.78M | – | 74 |
|
|
2021
Q3 | $3.78M | Sell |
13,943
-1,487
| -10% | -$403K | 0.02% | 37 |
|
|
2021
Q2 | $3.77M | Hold |
15,430
| – | – | 0.02% | 36 |
|
|
2021
Q1 | $3.27M | Buy |
15,430
+1,080
| +8% | +$229K | 0.04% | 31 |
|
|
2020
Q4 | $3.19M | Hold |
14,350
| – | – | 0.08% | 40 |
|
|
2020
Q3 | $3.61M | Buy |
14,350
+3,440
| +32% | +$864K | 0.21% | 36 |
|
|
2020
Q2 | $2.04M | Buy |
+10,910
| New | +$2.04M | 0.14% | 27 |
|