NS Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29.2M | Sell |
107,206
-9,549
| -8% | -$2.6M | 1.19% | 26 |
|
2025
Q1 | $31.3M | Buy |
116,755
+1,878
| +2% | +$504K | 1.38% | 24 |
|
2024
Q4 | $38.4M | Buy |
114,877
+13,161
| +13% | +$4.4M | 1.59% | 18 |
|
2024
Q3 | $27.8M | Buy |
101,716
+2,434
| +2% | +$666K | 1.17% | 28 |
|
2024
Q2 | $25.5M | Buy |
99,282
+573
| +0.6% | +$147K | 1.16% | 28 |
|
2024
Q1 | $29.7M | Sell |
98,709
-1,619
| -2% | -$488K | 1.37% | 23 |
|
2023
Q4 | $26.4M | Sell |
100,328
-80
| -0.1% | -$21.1K | 1.28% | 27 |
|
2023
Q3 | $20.4M | Sell |
100,408
-999
| -1% | -$203K | 1.1% | 35 |
|
2023
Q2 | $21.4M | Sell |
101,407
-396
| -0.4% | -$83.7K | 1.13% | 38 |
|
2023
Q1 | $20.3M | Buy |
101,803
+97
| +0.1% | +$19.4K | 1.14% | 38 |
|
2022
Q4 | $13.5M | Buy |
101,706
+282
| +0.3% | +$37.4K | 0.81% | 54 |
|
2022
Q3 | $14.6M | Buy |
101,424
+3,626
| +4% | +$522K | 0.95% | 48 |
|
2022
Q2 | $16.1M | Buy |
97,798
+576
| +0.6% | +$95.1K | 0.98% | 42 |
|
2022
Q1 | $20.6M | Sell |
97,222
-3,672
| -4% | -$780K | 1.1% | 36 |
|
2021
Q4 | $25.6M | Buy |
100,894
+570
| +0.6% | +$145K | 1.2% | 31 |
|
2021
Q3 | $27.2M | Buy |
100,324
+328
| +0.3% | +$89K | 1.39% | 24 |
|
2021
Q2 | $24.4M | Buy |
99,996
+415
| +0.4% | +$101K | 1.29% | 28 |
|
2021
Q1 | $21.1M | Buy |
99,581
+167
| +0.2% | +$35.4K | 1.22% | 30 |
|
2020
Q4 | $22.1M | Buy |
99,414
+700
| +0.7% | +$156K | 1.29% | 30 |
|
2020
Q3 | $24.8M | Buy |
98,714
+16,586
| +20% | +$4.17M | 1.63% | 23 |
|
2020
Q2 | $15.4M | Buy |
82,128
+10,427
| +15% | +$1.95M | 1.14% | 35 |
|
2020
Q1 | $10.3M | Buy |
71,701
+2,547
| +4% | +$367K | 0.96% | 43 |
|
2019
Q4 | $11.2M | Sell |
69,154
-116
| -0.2% | -$18.9K | 0.9% | 43 |
|
2019
Q3 | $10.3M | Buy |
69,270
+1,216
| +2% | +$180K | 0.93% | 44 |
|
2019
Q2 | $10.3M | Buy |
68,054
+597
| +0.9% | +$90.6K | 0.95% | 45 |
|
2019
Q1 | $10.7M | Hold |
67,457
| – | – | 0.99% | 44 |
|
2018
Q4 | $9.24M | Buy |
67,457
+15,950
| +31% | +$2.18M | 0.99% | 43 |
|
2018
Q3 | $8.19M | Buy |
+51,507
| New | +$8.19M | 0.78% | 54 |
|