Kovitz Investment Group Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143M | Buy |
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|
2025
Q1 | $105M | Sell |
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|
2024
Q4 | $178M | Sell |
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|
2024
Q3 | $167M | Buy |
|
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|
2024
Q2 | $155M | Buy |
|
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|
2024
Q1 | $154M | Buy |
|
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|
2023
Q4 | $132M | Sell |
|
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|
2023
Q3 | $102M | Sell |
|
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|
2023
Q2 | $135M | Buy |
|
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|
2023
Q1 | $104M | Sell |
|
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|
2022
Q4 | $70.8M | Sell |
|
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|
2022
Q3 | $85.7M | Buy |
|
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|
2022
Q2 | $89.8M | Buy |
|
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|
2022
Q1 | $103M | Buy |
|
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|
2021
Q4 | $11M | Sell |
|
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|
2021
Q3 | $76.2M | Buy |
|
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|
2021
Q2 | $68.5M | Buy |
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|
2021
Q1 | $23.2M | Buy |
|