P
CRM icon

&Partners’s Salesforce CRM Stock Holding History

&Partners’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$21.1M Buy
77,073
+26,072
+51% +$7.13M 0.16% 130
2025
Q1 		$13.7M Buy
51,001
+6,922
+16% +$1.86M 0.15% 139
2024
Q4 		$14.7M Buy
44,079
+18,670
+73% +$6.22M 0.18% 123
2024
Q3 		$6.93M Buy
25,409
+13,926
+121% +$3.8M 0.13% 158
2024
Q2 		$2.95M Buy
11,483
+7,153
+165% +$1.84M 0.13% 164
2024
Q1 		$1.3M Buy
4,330
+3,015
+229% +$908K 0.18% 111
2023
Q4 		$342K Buy
1,315
+288
+28% +$74.9K 0.08% 191
2023
Q3 		$208K Buy
1,027
+9
+0.9% +$1.83K 0.1% 158
2023
Q2 		$215K Hold
1,018
– – 0.1% 162
2023
Q1 		$203K Buy
+1,018
New +$203K 0.1% 164
2022
Q4 		– Sell
-1,725
Closed -$248K – 188
2022
Q3 		$248K Buy
1,725
+124
+8% +$17.8K 0.14% 141
2022
Q2 		$264K Buy
1,601
+97
+6% +$16K 0.15% 136
2022
Q1 		$319K Buy
1,504
+190
+14% +$40.3K 0.18% 124
2021
Q4 		$334K Hold
1,314
– – 0.2% 112
2021
Q3 		$356K Buy
1,314
+125
+11% +$33.9K 0.23% 100
2021
Q2 		$290K Sell
1,189
-6
-0.5% -$1.46K 0.19% 123
2021
Q1 		$253K Buy
+1,195
New +$253K 0.18% 125
2020
Q4 		– Sell
-1,890
Closed -$475K – 144
2020
Q3 		$475K Sell
1,890
-200
-10% -$50.3K 0.48% 56
2020
Q2 		$392K Sell
2,090
-32
-2% -$6K 0.47% 57
2020
Q1 		$306K Hold
2,122
– – 0.48% 63
2019
Q4 		$345K Hold
2,122
– – 0.41% 85
2019
Q3 		$315K Sell
2,122
-26
-1% -$3.86K 0.41% 90
2019
Q2 		$326K Hold
2,148
– – 0.45% 75
2019
Q1 		$340K Buy
2,148
+456
+27% +$72.2K 0.49% 69
2018
Q4 		$232K Buy
+1,692
New +$232K 0.39% 94