VVP
Vulcan Value Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300M | Buy |
1,068,324
+344,762
| +48% | +$96.8M | 5.29% | 8 |
|
|
2025
Q1 | $194M | Sell |
723,562
-26,004
| -3% | -$6.98M | 3.65% | 11 |
|
|
2024
Q4 | $251M | Sell |
749,566
-638,648
| -46% | -$213M | 4.19% | 12 |
|
|
2024
Q3 | $380M | Sell |
1,388,214
-87,897
| -6% | -$24.1M | 6.37% | 3 |
|
|
2024
Q2 | $379M | Buy |
1,476,111
+637,710
| +76% | +$164M | 5.79% | 3 |
|
|
2024
Q1 | $253M | Sell |
838,401
-759,319
| -48% | -$229M | 3.67% | 10 |
|
|
2023
Q4 | $420M | Sell |
1,597,720
-237,177
| -13% | -$62.4M | 6.17% | 3 |
|
|
2023
Q3 | $372M | Sell |
1,834,897
-273,116
| -13% | -$55.4M | 5.67% | 5 |
|
|
2023
Q2 | $445M | Sell |
2,108,013
-325,962
| -13% | -$68.9M | 5.59% | 6 |
|
|
2023
Q1 | $486M | Sell |
2,433,975
-317,275
| -12% | -$63.4M | 6.15% | 4 |
|
|
2022
Q4 | $365M | Sell |
2,751,250
-449,651
| -14% | -$59.7M | 4.9% | 8 |
|
|
2022
Q3 | $460M | Sell |
3,200,901
-111,435
| -3% | -$16M | 5.39% | 6 |
|
|
2022
Q2 | $547M | Sell |
3,312,336
-503,058
| -13% | -$83M | 5.35% | 5 |
|
|
2022
Q1 | $810M | Buy |
3,815,394
+5,590
| +0.1% | +$1.19M | 4.97% | 4 |
|
|
2021
Q4 | $968M | Sell |
3,809,804
-161,806
| -4% | -$41.1M | 4.95% | 5 |
|
|
2021
Q3 | $1.08B | Sell |
3,971,610
-107,186
| -3% | -$29.1M | 5.79% | 6 |
|
|
2021
Q2 | $996M | Sell |
4,078,796
-143,588
| -3% | -$35.1M | 5.4% | 5 |
|
|
2021
Q1 | $895M | Buy |
4,222,384
+1,107,432
| +36% | +$235M | 5.28% | 6 |
|
|
2020
Q4 | $693M | Buy |
3,114,952
+1,322,274
| +74% | +$294M | 4.48% | 10 |
|
|
2020
Q3 | $451M | Sell |
1,792,678
-113,977
| -6% | -$28.6M | 3.5% | 16 |
|
|
2020
Q2 | $357M | Buy |
+1,906,655
| New | +$357M | 2.81% | 17 |
|