LA
LBP AM’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.8M | Sell |
208,220
-27,858
| -12% | -$7.6M | 0.8% | 25 |
|
|
2025
Q1 | $63.4M | Buy |
236,078
+5,791
| +3% | +$1.55M | 0.98% | 21 |
|
|
2024
Q4 | $77M | Buy |
230,287
+69,498
| +43% | +$23.2M | 1.04% | 19 |
|
|
2024
Q3 | $44M | Buy |
160,789
+103,769
| +182% | +$28.4M | 0.66% | 34 |
|
|
2024
Q2 | $14.7M | Sell |
57,020
-19,044
| -25% | -$4.9M | 0.6% | 38 |
|
|
2024
Q1 | $22.9M | Sell |
76,064
-145,689
| -66% | -$43.9M | 0.91% | 22 |
|
|
2023
Q4 | $58.4M | Buy |
221,753
+7,529
| +4% | +$1.98M | 1.29% | 11 |
|
|
2023
Q3 | $43.4M | Sell |
214,224
-8,005
| -4% | -$1.62M | 0.96% | 18 |
|
|
2023
Q2 | $46.9M | Buy |
222,229
+26,274
| +13% | +$5.55M | 1.11% | 17 |
|
|
2023
Q1 | $39.1M | Sell |
195,955
-26,224
| -12% | -$5.24M | 1% | 20 |
|
|
2022
Q4 | $29.5M | Buy |
+222,179
| New | +$29.5M | 0.84% | 26 |
|