Mar Vista Investment Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$41.1M Sell
2025
Q1
$43.7M Sell
2024
Q4
$64.4M Sell
2024
Q3
$55.7M Sell
2024
Q2
$70.4M Sell
2024
Q1
$92.7M Buy
2023
Q4
$79.3M Buy
2023
Q3
$51.6M Sell
2023
Q2
$56.9M Sell
2023
Q1
$56.5M Buy
2022
Q4
$37.1M Sell
2022
Q3
$43.7M Buy
2022
Q2
$49.7M Sell
2022
Q1
$72.1M Buy
2021
Q4
$80.8M Sell
2021
Q3
$105M Sell
2021
Q2
$98.8M Sell
2021
Q1
$97.9M Buy
2020
Q4
$98.8M Sell
2020
Q3
$118M Sell
2020
Q2
$91M Buy
2020
Q1
$59M Buy