SEM
Suncoast Equity Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4M | Sell |
133,378
-511
| -0.4% | -$139K | 3.72% | 10 |
|
|
2025
Q1 | $35.9M | Buy |
133,889
+3,513
| +3% | +$943K | 4.06% | 11 |
|
|
2024
Q4 | $43.6M | Sell |
130,376
-1,447
| -1% | -$484K | 4.87% | 11 |
|
|
2024
Q3 | $36.1M | Sell |
131,823
-8,542
| -6% | -$2.34M | 4.11% | 11 |
|
|
2024
Q2 | $36.1M | Buy |
140,365
+43,572
| +45% | +$11.2M | 3.99% | 11 |
|
|
2024
Q1 | $29.2M | Buy |
96,793
+44,586
| +85% | +$13.4M | 3.42% | 15 |
|
|
2023
Q4 | $13.7M | Buy |
+52,207
| New | +$13.7M | 1.81% | 22 |
|