Select Equity Group’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110M Buy
405,093
+27,407
+7% +$7.47M 0.46% 49
2025
Q1
$101M Sell
377,686
-102,017
-21% -$27.4M 0.44% 53
2024
Q4
$160M Sell
479,703
-304,592
-39% -$102M 0.64% 45
2024
Q3
$215M Buy
784,295
+227,772
+41% +$62.3M 0.77% 42
2024
Q2
$143M Buy
556,523
+41,240
+8% +$10.6M 0.56% 43
2024
Q1
$155M Buy
515,283
+1,360
+0.3% +$410K 0.55% 44
2023
Q4
$135M Sell
513,923
-150,493
-23% -$39.6M 0.48% 51
2023
Q3
$135M Buy
664,416
+91,492
+16% +$18.6M 0.55% 44
2023
Q2
$121M Sell
572,924
-44,774
-7% -$9.46M 0.45% 55
2023
Q1
$123M Buy
617,698
+252,369
+69% +$50.4M 0.44% 55
2022
Q4
$48.4M Sell
365,329
-836,121
-70% -$111M 0.18% 75
2022
Q3
$173M Buy
1,201,450
+525,635
+78% +$75.6M 0.6% 40
2022
Q2
$112M Sell
675,815
-193,717
-22% -$32M 0.36% 57
2022
Q1
$185M Buy
+869,532
New +$185M 0.6% 47
2020
Q4
Sell
-1,718
Closed -$432K 141
2020
Q3
$432K Sell
1,718
-1,472
-46% -$370K ﹤0.01% 129
2020
Q2
$598K Buy
3,190
+445
+16% +$83.4K ﹤0.01% 120
2020
Q1
$395K Buy
2,745
+181
+7% +$26.1K ﹤0.01% 103
2019
Q4
$417K Buy
+2,564
New +$417K ﹤0.01% 92