Polen Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,989
-3,268
| -40% | -$891K | ﹤0.01% | 116 |
|
|
2025
Q1 | $2.22M | Sell |
8,257
-11,325
| -58% | -$3.04M | 0.01% | 83 |
|
|
2024
Q4 | $6.55M | Sell |
19,582
-16,128
| -45% | -$5.39M | 0.02% | 57 |
|
|
2024
Q3 | $9.77M | Sell |
35,710
-6,678,978
| -99% | -$1.83B | 0.03% | 44 |
|
|
2024
Q2 | $1.73B | Sell |
6,714,688
-240,057
| -3% | -$61.7M | 4.33% | 7 |
|
|
2024
Q1 | $2.09B | Sell |
6,954,745
-320,627
| -4% | -$96.6M | 4.84% | 7 |
|
|
2023
Q4 | $1.91B | Sell |
7,275,372
-385,014
| -5% | -$101M | 4.61% | 8 |
|
|
2023
Q3 | $1.55B | Sell |
7,660,386
-252,109
| -3% | -$51.1M | 4.09% | 9 |
|
|
2023
Q2 | $1.67B | Sell |
7,912,495
-2,602,169
| -25% | -$550M | 4.14% | 9 |
|
|
2023
Q1 | $2.1B | Buy |
10,514,664
+34,228
| +0.3% | +$6.84M | 5.54% | 5 |
|
|
2022
Q4 | $1.39B | Sell |
10,480,436
-577,251
| -5% | -$76.5M | 4.05% | 13 |
|
|
2022
Q3 | $1.59B | Buy |
11,057,687
+1,228,763
| +13% | +$177M | 4.45% | 9 |
|
|
2022
Q2 | $1.62B | Sell |
9,828,924
-249,099
| -2% | -$41.1M | 4.28% | 9 |
|
|
2022
Q1 | $2.14B | Sell |
10,078,023
-10,481
| -0.1% | -$2.23M | 4.17% | 10 |
|
|
2021
Q4 | $2.56B | Buy |
10,088,504
+310,910
| +3% | +$79M | 4.31% | 9 |
|
|
2021
Q3 | $2.65B | Buy |
9,777,594
+128,367
| +1% | +$34.8M | 4.87% | 7 |
|
|
2021
Q2 | $2.36B | Buy |
9,649,227
+420,672
| +5% | +$103M | 4.51% | 9 |
|
|
2021
Q1 | $1.96B | Buy |
9,228,555
+2,186,033
| +31% | +$463M | 4.39% | 10 |
|
|
2020
Q4 | $1.57B | Buy |
7,042,522
+285,441
| +4% | +$63.5M | 3.64% | 13 |
|
|
2020
Q3 | $1.7B | Buy |
6,757,081
+42,734
| +0.6% | +$10.7M | 4.54% | 10 |
|
|
2020
Q2 | $1.26B | Buy |
6,714,347
+651,752
| +11% | +$122M | 3.8% | 13 |
|
|
2020
Q1 | $873M | Buy |
6,062,595
+2,980,823
| +97% | +$429M | 3.79% | 11 |
|
|
2019
Q4 | $501M | Buy |
+3,081,772
| New | +$501M | 1.97% | 23 |
|