Route One Investment Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.3M | Hold |
338,650
| – | – | 4.04% | 9 |
|
|
2025
Q1 | $90.9M | Sell |
338,650
-198,450
| -37% | -$53.3M | 3.79% | 10 |
|
|
2024
Q4 | $180M | Hold |
537,100
| – | – | 7.01% | 7 |
|
|
2024
Q3 | $147M | Sell |
537,100
-73,850
| -12% | -$20.2M | 5.15% | 8 |
|
|
2024
Q2 | $157M | Hold |
610,950
| – | – | 5.44% | 8 |
|
|
2024
Q1 | $184M | Sell |
610,950
-165,750
| -21% | -$49.9M | 6.71% | 5 |
|
|
2023
Q4 | $204M | Hold |
776,700
| – | – | 4.14% | 5 |
|
|
2023
Q3 | $157M | Sell |
776,700
-71,100
| -8% | -$14.4M | 5.41% | 6 |
|
|
2023
Q2 | $179M | Hold |
847,800
| – | – | 6.32% | 6 |
|
|
2023
Q1 | $169M | Sell |
847,800
-90,000
| -10% | -$18M | 6.29% | 7 |
|
|
2022
Q4 | $124M | Hold |
937,800
| – | – | 5.62% | 8 |
|
|
2022
Q3 | $135M | Hold |
937,800
| – | – | 5.11% | 9 |
|
|
2022
Q2 | $155M | Buy |
937,800
+120,300
| +15% | +$19.9M | 5.61% | 7 |
|
|
2022
Q1 | $174M | Sell |
817,500
-80,000
| -9% | -$17M | 5.41% | 8 |
|
|
2021
Q4 | $228M | Sell |
897,500
-274,250
| -23% | -$69.7M | 5.06% | 7 |
|
|
2021
Q3 | $318M | Hold |
1,171,750
| – | – | 8.18% | 5 |
|
|
2021
Q2 | $286M | Hold |
1,171,750
| – | – | 6.89% | 5 |
|
|
2021
Q1 | $248M | Sell |
1,171,750
-7,000
| -0.6% | -$1.48M | 6.26% | 5 |
|
|
2020
Q4 | $262M | Sell |
1,178,750
-89,500
| -7% | -$19.9M | 7.38% | 5 |
|
|
2020
Q3 | $319M | Sell |
1,268,250
-55,250
| -4% | -$13.9M | 8.36% | 4 |
|
|
2020
Q2 | $248M | Buy |
1,323,500
+74,500
| +6% | +$14M | 7.07% | 4 |
|
|
2020
Q1 | $180M | Buy |
+1,249,000
| New | +$180M | 5.89% | 7 |
|