Ray Dalio’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447M | Buy |
1,639,601
+597,709
| +57% | +$163M | 1.8% | 8 |
|
|
2025
Q1 | $280M | Buy |
1,041,892
+539,465
| +107% | +$145M | 1.3% | 10 |
|
|
2024
Q4 | $168M | Buy |
502,427
+232,013
| +86% | +$77.6M | 0.77% | 16 |
|
|
2024
Q3 | $74M | Sell |
270,414
-12,858
| -5% | -$3.52M | 0.42% | 46 |
|
|
2024
Q2 | $72.8M | Buy |
283,272
+112,847
| +66% | +$29M | 0.38% | 48 |
|
|
2024
Q1 | $51.3M | Buy |
170,425
+160,902
| +1,690% | +$48.5M | 0.26% | 74 |
|
|
2023
Q4 | $2.51M | Buy |
9,523
+696
| +8% | +$183K | 0.01% | 483 |
|
|
2023
Q3 | $1.79M | Buy |
8,827
+937
| +12% | +$190K | 0.01% | 514 |
|
|
2023
Q2 | $1.67M | Buy |
7,890
+1,471
| +23% | +$311K | 0.01% | 495 |
|
|
2023
Q1 | $1.28M | Buy |
+6,419
| New | +$1.28M | 0.01% | 526 |
|
|
2021
Q4 | – | Sell |
-6,734
| Closed | -$1.83M | – | 755 |
|
|
2021
Q3 | $1.83M | Buy |
6,734
+5,494
| +443% | +$1.49M | 0.01% | 446 |
|
|
2021
Q2 | $303K | Buy |
+1,240
| New | +$303K | ﹤0.01% | 682 |
|
|
2018
Q4 | – | Sell |
-12,277
| Closed | -$1.95M | – | 483 |
|
|
2018
Q3 | $1.95M | Buy |
+12,277
| New | +$1.95M | 0.02% | 182 |
|
|
2018
Q1 | – | Sell |
-40,841
| Closed | -$4.18M | – | 470 |
|
|
2017
Q4 | $4.18M | Sell |
40,841
-42,178
| -51% | -$4.31M | 0.03% | 100 |
|
|
2017
Q3 | $7.76M | Buy |
83,019
+55,142
| +198% | +$5.15M | 0.05% | 87 |
|
|
2017
Q2 | $2.41M | Sell |
27,877
-8,570
| -24% | -$742K | 0.02% | 155 |
|
|
2017
Q1 | $3.01M | Sell |
36,447
-94,137
| -72% | -$7.77M | 0.03% | 124 |
|
|
2016
Q4 | $8.94M | Buy |
+130,584
| New | +$8.94M | 0.08% | 83 |
|
|
2016
Q2 | – | Sell |
-92,321
| Closed | -$6.82M | – | 348 |
|
|
2016
Q1 | $6.82M | Buy |
92,321
+35,056
| +61% | +$2.59M | 0.09% | 93 |
|
|
2015
Q4 | $4.49M | Sell |
57,265
-65,789
| -53% | -$5.16M | 0.06% | 128 |
|
|
2015
Q3 | $8.54M | Buy |
123,054
+26,131
| +27% | +$1.81M | 0.11% | 83 |
|
|
2015
Q2 | $6.75M | Buy |
+96,923
| New | +$6.75M | 0.06% | 74 |
|
|
2015
Q1 | – | Sell |
-9,423
| Closed | -$559K | – | 348 |
|
|
2014
Q4 | $559K | Sell |
9,423
-54,800
| -85% | -$3.25M | ﹤0.01% | 265 |
|
|
2014
Q3 | $3.7M | Sell |
64,223
-75,129
| -54% | -$4.32M | 0.03% | 124 |
|
|
2014
Q2 | $8.09M | Buy |
139,352
+100,800
| +261% | +$5.85M | 0.06% | 62 |
|
|
2014
Q1 | $2.2M | Buy |
+38,552
| New | +$2.2M | 0.02% | 176 |
|