Machina Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,314
| Closed | -$348K | – | 379 |
|
|
2025
Q4 | $348K | Sell |
1,314
-28,505
| -96% | -$7.08M | 0.07% | 288 |
|
|
2025
Q3 | $7.07M | Buy |
29,819
+16,636
| +126% | +$4.2M | 1.24% | 5 |
|
|
2025
Q2 | $3.59M | Buy |
13,183
+10,601
| +411% | +$2.83M | 0.75% | 34 |
|
|
2025
Q1 | $693K | Buy |
2,582
+790
| +44% | +$246K | 0.21% | 163 |
|
|
2024
Q4 | $599K | Sell |
1,792
-1,842
| -51% | -$588K | 0.25% | 143 |
|
|
2024
Q3 | $995K | Sell |
3,634
-7,880
| -68% | -$2.02M | 0.4% | 92 |
|
|
2024
Q2 | $2.96M | Buy |
+11,514
| New | +$3.08M | 1.33% | 4 |
|
|
2024
Q1 | – | Sell |
-3,352
| Closed | -$882K | – | 266 |
|
|
2023
Q4 | $882K | Sell |
3,352
-8,799
| -72% | -$1.99M | 0.57% | 54 |
|
|
2023
Q3 | $2.46M | Buy |
12,151
+2,638
| +28% | +$570K | 1.38% | 3 |
|
|
2023
Q2 | $2.01M | Buy |
9,513
+7,648
| +410% | +$1.56M | 1.14% | 8 |
|
|
2023
Q1 | $373K | Buy |
1,865
+122
| +7% | +$20.6K | 0.33% | 112 |
|
|
2022
Q4 | $231K | Sell |
1,743
-647
| -27% | -$94.4K | 0.43% | 115 |
|
|
2022
Q3 | $344K | Buy |
2,390
+490
| +26% | +$83.1K | 0.73% | 58 |
|
|
2022
Q2 | $314K | Buy |
+1,900
| New | +$336K | 0.71% | 70 |
|
|
2021
Q3 | – | Sell |
-1,291
| Closed | -$315K | – | 144 |
|
|
2021
Q2 | $315K | Buy |
+1,291
| New | +$298K | 0.53% | 88 |
|
|
2019
Q4 | – | Sell |
-4,235
| Closed | -$629K | – | 369 |
|
|
2019
Q3 | $629K | Sell |
4,235
-5,405
| -56% | -$821K | 0.29% | 135 |
|
|
2019
Q2 | $1.46M | Buy |
+9,640
| New | +$1.51M | 0.55% | 55 |
|
Other funds holding CRM
VCM
VPM
