Liontrust Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,123
| Closed | -$8.35M | – | 202 |
|
|
2025
Q1 | $8.35M | Sell |
31,123
-41,611
| -57% | -$11.2M | 0.13% | 104 |
|
|
2024
Q4 | $24.3M | Sell |
72,734
-16,760
| -19% | -$5.6M | 0.35% | 57 |
|
|
2024
Q3 | $23M | Hold |
89,494
| – | – | 0.33% | 61 |
|
|
2024
Q2 | $23M | Buy |
+89,494
| New | +$23M | 0.33% | 61 |
|
|
2024
Q1 | – | Sell |
-21,000
| Closed | -$5.53M | – | 199 |
|
|
2023
Q4 | $5.53M | Sell |
21,000
-22,000
| -51% | -$5.79M | 0.08% | 115 |
|
|
2023
Q3 | $8.72M | Buy |
43,000
+34,000
| +378% | +$6.89M | 0.14% | 94 |
|
|
2023
Q2 | $1.9M | Sell |
9,000
-32,000
| -78% | -$6.76M | 0.03% | 182 |
|
|
2023
Q1 | $8.19M | Sell |
41,000
-17,000
| -29% | -$3.4M | 0.12% | 112 |
|
|
2022
Q4 | $7.69M | Hold |
58,000
| – | – | 0.13% | 74 |
|
|
2022
Q3 | $8.34M | Sell |
58,000
-21,700
| -27% | -$3.12M | 0.13% | 86 |
|
|
2022
Q2 | $13.2M | Buy |
79,700
+7,000
| +10% | +$1.16M | 0.19% | 71 |
|
|
2022
Q1 | $15.4M | Buy |
72,700
+13,000
| +22% | +$2.76M | 0.2% | 59 |
|
|
2021
Q4 | $15.2M | Buy |
59,700
+34,300
| +135% | +$8.72M | 0.18% | 59 |
|
|
2021
Q3 | $6.89M | Buy |
+25,400
| New | +$6.89M | 0.1% | 116 |
|
|
2020
Q4 | $14.4M | Buy |
+64,500
| New | +$14.4M | 0.29% | 55 |
|