PCM
Palestra Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114M | Sell |
418,716
-81,065
| -16% | -$22.1M | 3.32% | 14 |
|
|
2025
Q1 | $134M | Sell |
499,781
-65,169
| -12% | -$17.5M | 5.28% | 9 |
|
|
2024
Q4 | $189M | Sell |
564,950
-135,098
| -19% | -$45.2M | 5.18% | 2 |
|
|
2024
Q3 | $192M | Buy |
700,048
+254,905
| +57% | +$69.8M | 6.32% | 3 |
|
|
2024
Q2 | $114M | Sell |
445,143
-134,749
| -23% | -$34.6M | 4.52% | 7 |
|
|
2024
Q1 | $175M | Buy |
579,892
+85,406
| +17% | +$25.7M | 6.51% | 1 |
|
|
2023
Q4 | $130M | Sell |
494,486
-239,960
| -33% | -$63.1M | 6.46% | 4 |
|
|
2023
Q3 | $149M | Buy |
734,446
+230,178
| +46% | +$46.7M | 7.86% | 1 |
|
|
2023
Q2 | $107M | Sell |
504,268
-111,590
| -18% | -$23.6M | 5.26% | 4 |
|
|
2023
Q1 | $123M | Buy |
+615,858
| New | +$123M | 6.61% | 2 |
|
|
2020
Q1 | – | Sell |
-938,325
| Closed | -$153M | – | 29 |
|
|
2019
Q4 | $153M | Buy |
+938,325
| New | +$153M | 4.54% | 5 |
|