Parnassus Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675M | Sell |
2,474,812
-26,788
| -1% | -$7.3M | 1.56% | 26 |
|
|
2025
Q1 | $671M | Sell |
2,501,600
-726,004
| -22% | -$195M | 1.61% | 28 |
|
|
2024
Q4 | $1.08B | Sell |
3,227,604
-2,208,448
| -41% | -$738M | 2.4% | 12 |
|
|
2024
Q3 | $1.49B | Sell |
5,436,052
-619,610
| -10% | -$170M | 3.16% | 7 |
|
|
2024
Q2 | $1.56B | Buy |
6,055,662
+284,573
| +5% | +$73.2M | 3.39% | 5 |
|
|
2024
Q1 | $1.74B | Sell |
5,771,089
-180,326
| -3% | -$54.3M | 3.71% | 4 |
|
|
2023
Q4 | $1.57B | Buy |
5,951,415
+18,397
| +0.3% | +$4.84M | 3.48% | 4 |
|
|
2023
Q3 | $1.2B | Sell |
5,933,018
-105,974
| -2% | -$21.5M | 2.94% | 6 |
|
|
2023
Q2 | $1.28B | Buy |
6,038,992
+53,314
| +0.9% | +$11.3M | 2.96% | 6 |
|
|
2023
Q1 | $1.2B | Sell |
5,985,678
-32,542
| -0.5% | -$6.5M | 2.96% | 5 |
|
|
2022
Q4 | $798M | Buy |
+6,018,220
| New | +$798M | 1.98% | 19 |
|