Logan Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545 | Sell |
2
-298
| -99% | -$81.2K | ﹤0.01% | 454 |
|
|
2025
Q1 | $80.5K | Hold |
300
| – | – | ﹤0.01% | 316 |
|
|
2024
Q4 | $100K | Buy |
300
+2
| +0.7% | +$669 | ﹤0.01% | 314 |
|
|
2024
Q3 | $81.6K | Hold |
298
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $76.6K | Hold |
298
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $89.8K | Hold |
298
| – | – | ﹤0.01% | 322 |
|
|
2023
Q4 | $78.4K | Hold |
298
| – | – | ﹤0.01% | 334 |
|
|
2023
Q3 | $60.4K | Hold |
298
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $63K | Hold |
298
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $59.5K | Hold |
298
| – | – | ﹤0.01% | 338 |
|
|
2022
Q4 | $39.5K | Sell |
298
-158
| -35% | -$20.9K | ﹤0.01% | 358 |
|
|
2022
Q3 | $66K | Sell |
456
-53
| -10% | -$7.67K | ﹤0.01% | 326 |
|
|
2022
Q2 | $84K | Hold |
509
| – | – | ﹤0.01% | 322 |
|
|
2022
Q1 | $108K | Hold |
509
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $129K | Buy |
509
+14
| +3% | +$3.55K | 0.01% | 308 |
|
|
2021
Q3 | $134K | Buy |
495
+118
| +31% | +$31.9K | 0.01% | 305 |
|
|
2021
Q2 | $92K | Buy |
377
+79
| +27% | +$19.3K | ﹤0.01% | 320 |
|
|
2021
Q1 | $63K | Buy |
+298
| New | +$63K | ﹤0.01% | 326 |
|