J. Safra Sarasin Holding’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
37,178
-51,366
| -58% | -$14M | 0.18% | 106 |
|
|
2025
Q1 | $23.8M | Buy |
88,544
+44,204
| +100% | +$11.9M | 0.43% | 66 |
|
|
2024
Q4 | $14.8M | Buy |
44,340
+6,095
| +16% | +$2.04M | 0.25% | 96 |
|
|
2024
Q3 | $10.5M | Buy |
38,245
+18,183
| +91% | +$4.98M | 0.18% | 107 |
|
|
2024
Q2 | $5.16M | Buy |
+20,062
| New | +$5.16M | 0.09% | 133 |
|