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 |
|