SAM
Silvercrest Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5M | Buy |
578,619
+510,050
| +744% | +$27.7M | 0.21% | 133 |
|
|
2025
Q1 | $18.4M | Buy |
68,569
+56,544
| +470% | +$15.2M | 0.13% | 198 |
|
|
2024
Q4 | $4.02M | Buy |
12,025
+10,269
| +585% | +$3.43M | 0.03% | 452 |
|
|
2024
Q3 | $481K | Buy |
1,756
+238
| +16% | +$65.1K | ﹤0.01% | 656 |
|
|
2024
Q2 | $390K | Hold |
1,518
| – | – | ﹤0.01% | 764 |
|
|
2024
Q1 | $457K | Sell |
1,518
-337
| -18% | -$101K | ﹤0.01% | 720 |
|
|
2023
Q4 | $488K | Buy |
1,855
+768
| +71% | +$202K | ﹤0.01% | 669 |
|
|
2023
Q3 | $220K | Sell |
1,087
-290
| -21% | -$58.8K | ﹤0.01% | 786 |
|
|
2023
Q2 | $291K | Buy |
1,377
+87
| +7% | +$18.4K | ﹤0.01% | 752 |
|
|
2023
Q1 | $258K | Buy |
+1,290
| New | +$258K | ﹤0.01% | 736 |
|
|
2022
Q4 | – | Sell |
-1,441
| Closed | -$207K | – | 801 |
|
|
2022
Q3 | $207K | Sell |
1,441
-350
| -20% | -$50.3K | ﹤0.01% | 755 |
|
|
2022
Q2 | $296K | Sell |
1,791
-65
| -4% | -$10.7K | ﹤0.01% | 717 |
|
|
2022
Q1 | $394K | Sell |
1,856
-767
| -29% | -$163K | ﹤0.01% | 719 |
|
|
2021
Q4 | $667K | Sell |
2,623
-234
| -8% | -$59.5K | ﹤0.01% | 632 |
|
|
2021
Q3 | $775K | Buy |
2,857
+908
| +47% | +$246K | 0.01% | 614 |
|
|
2021
Q2 | $476K | Buy |
1,949
+37
| +2% | +$9.04K | ﹤0.01% | 681 |
|
|
2021
Q1 | $405K | Buy |
1,912
+139
| +8% | +$29.4K | ﹤0.01% | 701 |
|
|
2020
Q4 | $395K | Buy |
1,773
+270
| +18% | +$60.2K | ﹤0.01% | 667 |
|
|
2020
Q3 | $378K | Buy |
1,503
+2
| +0.1% | +$503 | ﹤0.01% | 637 |
|
|
2020
Q2 | $281K | Buy |
+1,501
| New | +$281K | ﹤0.01% | 662 |
|