VCM
Valiant Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Buy |
132,410
+9,000
| +7% | +$2.45M | 1.98% | 17 |
|
|
2025
Q1 | $33.1M | Buy |
123,410
+25,800
| +26% | +$6.92M | 2.42% | 11 |
|
|
2024
Q4 | $32.6M | Buy |
97,610
+11,100
| +13% | +$3.71M | 2.07% | 11 |
|
|
2024
Q3 | $23.7M | Sell |
86,510
-37,487
| -30% | -$10.3M | 1.31% | 14 |
|
|
2024
Q2 | $31.9M | Sell |
123,997
-72,539
| -37% | -$18.6M | 1.7% | 9 |
|
|
2024
Q1 | $59.2M | Hold |
196,536
| – | – | 3.75% | 3 |
|
|
2023
Q4 | $51.7M | Buy |
196,536
+1,500
| +0.8% | +$395K | 2.53% | 3 |
|
|
2023
Q3 | $39.5M | Sell |
195,036
-83,000
| -30% | -$16.8M | 3.81% | 5 |
|
|
2023
Q2 | $58.7M | Sell |
278,036
-42,900
| -13% | -$9.06M | 5.53% | 2 |
|
|
2023
Q1 | $64.1M | Buy |
320,936
+57,400
| +22% | +$11.5M | 5.07% | 2 |
|
|
2022
Q4 | $34.9M | Buy |
263,536
+10,200
| +4% | +$1.35M | 5.36% | 6 |
|
|
2022
Q3 | $36.4M | Buy |
253,336
+58,000
| +30% | +$8.34M | 3.64% | 5 |
|
|
2022
Q2 | $32.2M | Sell |
195,336
-22,964
| -11% | -$3.79M | 3.24% | 6 |
|
|
2022
Q1 | $46.3M | Buy |
218,300
+44,300
| +25% | +$9.41M | 5.31% | 6 |
|
|
2021
Q4 | $44.2M | Sell |
174,000
-40,300
| -19% | -$10.2M | 5.35% | 7 |
|
|
2021
Q3 | $58.1M | Sell |
214,300
-63,400
| -23% | -$17.2M | 5.46% | 5 |
|
|
2021
Q2 | $67.8M | Sell |
277,700
-43,500
| -14% | -$10.6M | 5.09% | 8 |
|
|
2021
Q1 | $68.1M | Hold |
321,200
| – | – | 2.63% | 8 |
|
|
2020
Q4 | $71.5M | Sell |
321,200
-39,000
| -11% | -$8.68M | 3.12% | 10 |
|
|
2020
Q3 | $90.5M | Hold |
360,200
| – | – | 4.72% | 4 |
|
|
2020
Q2 | $67.5M | Sell |
360,200
-46,700
| -11% | -$8.75M | 6.71% | 8 |
|
|
2020
Q1 | $58.6M | Buy |
406,900
+116,900
| +40% | +$16.8M | 6.08% | 8 |
|
|
2019
Q4 | $47.2M | Buy |
+290,000
| New | +$47.2M | 5.5% | 10 |
|