LFRG
Lazard Frères Gestion’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
40,910
-3,605
| -8% | -$983K | 0.23% | 50 |
|
|
2025
Q1 | $11.9M | Buy |
44,515
+25,215
| +131% | +$6.77M | 0.29% | 49 |
|
|
2024
Q4 | $6.45M | Sell |
19,300
-1,800
| -9% | -$602K | 0.13% | 49 |
|
|
2024
Q3 | $5.78M | Sell |
21,100
-3,187
| -13% | -$872K | 0.12% | 49 |
|
|
2024
Q2 | $6.24M | Sell |
24,287
-552
| -2% | -$142K | 0.14% | 47 |
|
|
2024
Q1 | $7.48M | Buy |
24,839
+3,607
| +17% | +$1.09M | 0.19% | 45 |
|
|
2023
Q4 | $5.59M | Sell |
21,232
-800
| -4% | -$211K | 0.16% | 44 |
|
|
2023
Q3 | $4.47M | Buy |
22,032
+1,923
| +10% | +$390K | 0.14% | 45 |
|
|
2023
Q2 | $4.25M | Buy |
20,109
+645
| +3% | +$136K | 0.13% | 45 |
|
|
2023
Q1 | $3.29M | Sell |
19,464
-405
| -2% | -$68.5K | 0.12% | 45 |
|
|
2022
Q4 | $2.63M | Sell |
19,869
-300
| -1% | -$39.8K | 0.1% | 45 |
|
|
2022
Q3 | $2.9M | Hold |
20,169
| – | – | 0.11% | 44 |
|
|
2022
Q2 | $3.33M | Hold |
20,169
| – | – | 0.12% | 44 |
|
|
2022
Q1 | $4.28M | Sell |
20,169
-1,200
| -6% | -$255K | 0.13% | 46 |
|
|
2021
Q4 | $5.43M | Buy |
21,369
+763
| +4% | +$194K | 0.15% | 42 |
|
|
2021
Q3 | $5.59M | Buy |
20,606
+19
| +0.1% | +$5.15K | 0.16% | 42 |
|
|
2021
Q2 | $4.24M | Buy |
20,587
+4,400
| +27% | +$906K | 0.14% | 44 |
|
|
2021
Q1 | $2.92M | Hold |
16,187
| – | – | 0.1% | 47 |
|
|
2020
Q4 | $3.61M | Buy |
+16,187
| New | +$3.61M | 0.12% | 45 |
|