Kensico Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.2M | Hold |
235,600
| – | – | 1.24% | 17 |
|
|
2025
Q1 | $63.2M | Sell |
235,600
-196,500
| -45% | -$52.7M | 1.42% | 17 |
|
|
2024
Q4 | $144M | Buy |
432,100
+20,200
| +5% | +$6.75M | 3.3% | 12 |
|
|
2024
Q3 | $113M | Sell |
411,900
-86,500
| -17% | -$23.7M | 3% | 14 |
|
|
2024
Q2 | $128M | Sell |
498,400
-183,400
| -27% | -$47.2M | 3.99% | 10 |
|
|
2024
Q1 | $205M | Buy |
681,800
+92,200
| +16% | +$27.8M | 6.76% | 5 |
|
|
2023
Q4 | $155M | Sell |
589,600
-30,100
| -5% | -$7.92M | 5.88% | 8 |
|
|
2023
Q3 | $126M | Sell |
619,700
-9,200
| -1% | -$1.87M | 5.33% | 8 |
|
|
2023
Q2 | $133M | Buy |
628,900
+54,900
| +10% | +$11.6M | 5.37% | 6 |
|
|
2023
Q1 | $115M | Buy |
+574,000
| New | +$115M | 5.11% | 8 |
|
|
2020
Q3 | – | Sell |
-485,000
| Closed | -$90.9M | – | 31 |
|
|
2020
Q2 | $90.9M | Buy |
+485,000
| New | +$90.9M | 1.91% | 17 |
|
|
2019
Q4 | – | Sell |
-585,355
| Closed | -$86.9M | – | 21 |
|
|
2019
Q3 | $86.9M | Buy |
+585,355
| New | +$86.9M | 1.66% | 16 |
|