LFM
LGT Fund Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
73,955
+6,158
| +9% | +$1.68M | 1.76% | 11 |
|
|
2025
Q1 | $18.2M | Sell |
67,797
-3,969
| -6% | -$1.07M | 1.64% | 15 |
|
|
2024
Q4 | $24M | Buy |
71,766
+11,481
| +19% | +$3.84M | 2.1% | 9 |
|
|
2024
Q3 | $16.8M | Buy |
60,285
+24,698
| +69% | +$6.9M | 1.75% | 11 |
|
|
2024
Q2 | $9.15M | Buy |
35,587
+27,037
| +316% | +$6.95M | 1.14% | 25 |
|
|
2024
Q1 | $2.58M | Buy |
8,550
+120
| +1% | +$36.1K | 1.07% | 36 |
|
|
2023
Q4 | $2.24M | Buy |
+8,430
| New | +$2.24M | 0.96% | 46 |
|
|
2022
Q3 | – | Sell |
-17,727
| Closed | -$2.93M | – | 132 |
|
|
2022
Q2 | $2.93M | Buy |
17,727
+9,257
| +109% | +$1.53M | 0.43% | 67 |
|
|
2022
Q1 | $1.8M | Buy |
8,470
+7,270
| +606% | +$1.54M | 0.24% | 105 |
|
|
2021
Q4 | $305K | Buy |
+1,200
| New | +$305K | 0.09% | 137 |
|