LSV Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40
| Closed | -$11K | – | 829 |
|
|
2025
Q1 | $11K | Buy |
40
+20
| +100% | +$5.5K | ﹤0.01% | 821 |
|
|
2024
Q4 | $7K | Buy |
+20
| New | +$7K | ﹤0.01% | 812 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$76K | – | 893 |
|
|
2021
Q4 | $76K | Hold |
300
| – | – | ﹤0.01% | 878 |
|
|
2021
Q3 | $81K | Hold |
300
| – | – | ﹤0.01% | 871 |
|
|
2021
Q2 | $73K | Sell |
300
-3,300
| -92% | -$803K | ﹤0.01% | 885 |
|
|
2021
Q1 | $762K | Hold |
3,600
| – | – | ﹤0.01% | 759 |
|
|
2020
Q4 | $801K | Hold |
3,600
| – | – | ﹤0.01% | 773 |
|
|
2020
Q3 | $904K | Hold |
3,600
| – | – | ﹤0.01% | 734 |
|
|
2020
Q2 | $674K | Buy |
+3,600
| New | +$674K | ﹤0.01% | 801 |
|
|
2013
Q4 | – | Sell |
-2,700
| Closed | -$140K | – | 900 |
|
|
2013
Q3 | $140K | Buy |
+2,700
| New | +$140K | ﹤0.01% | 899 |
|