Mondrian 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
Q1 | $5.56M | Hold |
20,722
| – | – | 0.1% | 56 |
|
|
2024
Q4 | $7.08M | Sell |
20,722
-27,983
| -57% | -$9.56M | 0.12% | 58 |
|
|
2024
Q3 | $13.3M | Buy |
+48,705
| New | +$13.3M | 0.2% | 54 |
|
|
2024
Q2 | – | Sell |
-2,002
| Closed | -$603K | – | 99 |
|
|
2024
Q1 | $603K | Hold |
2,002
| – | – | 0.01% | 68 |
|
|
2023
Q4 | $527K | Buy |
2,002
+115
| +6% | +$30.3K | 0.01% | 62 |
|
|
2023
Q3 | $383K | Hold |
1,887
| – | – | 0.01% | 59 |
|
|
2023
Q2 | $399K | Hold |
1,887
| – | – | 0.01% | 60 |
|
|
2023
Q1 | $377K | Buy |
1,887
+711
| +60% | +$142K | 0.01% | 51 |
|
|
2022
Q4 | $156K | Buy |
+1,176
| New | +$156K | ﹤0.01% | 69 |
|