Kovitz Investment Group Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143M | Buy |
525,937
+134,995
| +35% | +$36.8M | 0.61% | 38 |
|
|
2025
Q1 | $105M | Sell |
390,942
-140,776
| -26% | -$37.8M | 0.53% | 51 |
|
|
2024
Q4 | $178M | Sell |
531,718
-93,487
| -15% | -$31.3M | 0.87% | 24 |
|
|
2024
Q3 | $167M | Buy |
625,205
+21,220
| +4% | +$5.68M | 1.19% | 11 |
|
|
2024
Q2 | $155M | Buy |
603,985
+93,341
| +18% | +$24M | 1.33% | 17 |
|
|
2024
Q1 | $154M | Buy |
510,644
+10,153
| +2% | +$3.06M | 1.95% | 11 |
|
|
2023
Q4 | $132M | Sell |
500,491
-1,207
| -0.2% | -$318K | 2.18% | 12 |
|
|
2023
Q3 | $102M | Sell |
501,698
-137,899
| -22% | -$28M | 1.83% | 14 |
|
|
2023
Q2 | $135M | Buy |
639,597
+117,478
| +23% | +$24.8M | 1.98% | 15 |
|
|
2023
Q1 | $104M | Sell |
522,119
-11,925
| -2% | -$2.38M | 1.81% | 15 |
|
|
2022
Q4 | $70.8M | Sell |
534,044
-61,498
| -10% | -$8.15M | 1.4% | 25 |
|
|
2022
Q3 | $85.7M | Buy |
595,542
+51,549
| +9% | +$7.41M | 1.98% | 13 |
|
|
2022
Q2 | $89.8M | Buy |
543,993
+56,558
| +12% | +$9.33M | 1.99% | 12 |
|
|
2022
Q1 | $103M | Buy |
487,435
+444,033
| +1,023% | +$94.3M | 1.97% | 12 |
|
|
2021
Q4 | $11M | Sell |
43,402
-237,698
| -85% | -$60.4M | 0.26% | 58 |
|
|
2021
Q3 | $76.2M | Buy |
281,100
+667
| +0.2% | +$181K | 1.52% | 21 |
|
|
2021
Q2 | $68.5M | Buy |
280,433
+170,877
| +156% | +$41.7M | 1.35% | 26 |
|
|
2021
Q1 | $23.2M | Buy |
+109,556
| New | +$23.2M | 0.54% | 40 |
|