North Star Asset Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2M Buy
48,383
+6,348
+15% +$1.73M 0.56% 62
2025
Q1
$11.3M Buy
42,035
+3,918
+10% +$1.05M 0.51% 62
2024
Q4
$12.7M Buy
38,117
+7,205
+23% +$2.41M 0.56% 61
2024
Q3
$8.46M Buy
30,912
+7,400
+31% +$2.03M 0.38% 79
2024
Q2
$6.04M Buy
23,512
+22,553
+2,352% +$5.8M 0.29% 86
2024
Q1
$289K Buy
+959
New +$289K 0.01% 262