SI
Scharf Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
11,116
+883
| +9% | +$241K | 0.09% | 38 |
|
|
2025
Q1 | $2.75M | Sell |
10,233
-129
| -1% | -$34.6K | 0.08% | 36 |
|
|
2024
Q4 | $3.46M | Buy |
10,362
+599
| +6% | +$200K | 0.1% | 35 |
|
|
2024
Q3 | $2.67M | Buy |
9,763
+283
| +3% | +$77.5K | 0.07% | 36 |
|
|
2024
Q2 | $2.44M | Buy |
9,480
+3,232
| +52% | +$831K | 0.07% | 36 |
|
|
2024
Q1 | $1.88M | Buy |
6,248
+2,570
| +70% | +$774K | 0.05% | 40 |
|
|
2023
Q4 | $968K | Buy |
+3,678
| New | +$968K | 0.03% | 45 |
|