Mar Vista 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 | $41.1M | Sell |
150,586
-12,223
| -8% | -$3.33M | 3.14% | 13 |
|
|
2025
Q1 | $43.7M | Sell |
162,809
-29,670
| -15% | -$7.96M | 3.59% | 9 |
|
|
2024
Q4 | $64.4M | Sell |
192,479
-10,893
| -5% | -$3.64M | 4.41% | 5 |
|
|
2024
Q3 | $55.7M | Sell |
203,372
-70,293
| -26% | -$19.2M | 3.55% | 8 |
|
|
2024
Q2 | $70.4M | Sell |
273,665
-34,120
| -11% | -$8.77M | 3.46% | 8 |
|
|
2024
Q1 | $92.7M | Buy |
307,785
+6,544
| +2% | +$1.97M | 4.04% | 6 |
|
|
2023
Q4 | $79.3M | Buy |
301,241
+46,835
| +18% | +$12.3M | 3.62% | 9 |
|
|
2023
Q3 | $51.6M | Sell |
254,406
-15,074
| -6% | -$3.06M | 2.47% | 24 |
|
|
2023
Q2 | $56.9M | Sell |
269,480
-13,568
| -5% | -$2.87M | 2.38% | 22 |
|
|
2023
Q1 | $56.5M | Buy |
283,048
+3,476
| +1% | +$694K | 2.51% | 22 |
|
|
2022
Q4 | $37.1M | Sell |
279,572
-23,952
| -8% | -$3.18M | 1.66% | 29 |
|
|
2022
Q3 | $43.7M | Buy |
303,524
+2,204
| +0.7% | +$317K | 1.95% | 28 |
|
|
2022
Q2 | $49.7M | Sell |
301,320
-38,413
| -11% | -$6.34M | 2.05% | 26 |
|
|
2022
Q1 | $72.1M | Buy |
339,733
+21,849
| +7% | +$4.64M | 2.26% | 22 |
|
|
2021
Q4 | $80.8M | Sell |
317,884
-67,646
| -18% | -$17.2M | 2.18% | 24 |
|
|
2021
Q3 | $105M | Sell |
385,530
-18,765
| -5% | -$5.09M | 2.69% | 18 |
|
|
2021
Q2 | $98.8M | Sell |
404,295
-57,548
| -12% | -$14.1M | 2.43% | 19 |
|
|
2021
Q1 | $97.9M | Buy |
461,843
+17,825
| +4% | +$3.78M | 2.26% | 22 |
|
|
2020
Q4 | $98.8M | Sell |
444,018
-24,743
| -5% | -$5.51M | 2.44% | 20 |
|
|
2020
Q3 | $118M | Sell |
468,761
-17,266
| -4% | -$4.34M | 3.09% | 12 |
|
|
2020
Q2 | $91M | Buy |
486,027
+76,124
| +19% | +$14.3M | 2.49% | 22 |
|
|
2020
Q1 | $59M | Buy |
+409,903
| New | +$59M | 1.79% | 29 |
|