Mondrian 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
2026
Q1
$113M Buy
605,650
+50,661
+9% +$10.5M 1.69% 21
2025
Q4
$147M Buy
554,989
+10,793
+2% +$2.68M 2.43% 16
2025
Q3
$129M Buy
+544,196
New +$137M 2.15% 22
2025
Q1
$5.56M Hold
20,722
0.1% 56
2024
Q4
$7.08M Sell
20,722
-27,983
-57% -$8.93M 0.12% 58
2024
Q3
$13.3M Buy
+48,705
New +$12.5M 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% +$26K 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% +$120K 0.01% 51
2022
Q4
$156K Buy
+1,176
New +$172K ﹤0.01% 69

Other funds holding CRM