X
Xponance’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.6M | Sell |
156,064
-59,086
| -27% | -$16.1M | 0.36% | 37 |
|
|
2025
Q1 | $57.7M | Buy |
215,150
+11,411
| +6% | +$3.06M | 0.56% | 24 |
|
|
2024
Q4 | $68.1M | Sell |
203,739
-1,551
| -0.8% | -$519K | 0.62% | 19 |
|
|
2024
Q3 | $56.2M | Sell |
205,290
-1,971
| -1% | -$539K | 0.54% | 25 |
|
|
2024
Q2 | $53.3M | Buy |
207,261
+9,044
| +5% | +$2.33M | 0.54% | 26 |
|
|
2024
Q1 | $59.7M | Buy |
198,217
+2,612
| +1% | +$787K | 0.63% | 22 |
|
|
2023
Q4 | $51.5M | Sell |
195,605
-4,556
| -2% | -$1.2M | 0.62% | 23 |
|
|
2023
Q3 | $40.6M | Buy |
200,161
+276
| +0.1% | +$56K | 0.55% | 25 |
|
|
2023
Q2 | $42.2M | Buy |
199,885
+49,934
| +33% | +$10.5M | 0.56% | 27 |
|
|
2023
Q1 | $30M | Buy |
149,951
+3,289
| +2% | +$657K | 0.44% | 36 |
|
|
2022
Q4 | $19.4M | Buy |
146,662
+21,898
| +18% | +$2.9M | 0.32% | 63 |
|
|
2022
Q3 | $17.9M | Buy |
124,764
+14,754
| +13% | +$2.12M | 0.35% | 50 |
|
|
2022
Q2 | $18.2M | Buy |
110,010
+1,032
| +0.9% | +$170K | 0.36% | 46 |
|
|
2022
Q1 | $23.1M | Sell |
108,978
-20,887
| -16% | -$4.43M | 0.38% | 46 |
|
|
2021
Q4 | $33M | Buy |
129,865
+14,720
| +13% | +$3.74M | 0.52% | 32 |
|
|
2021
Q3 | $31.2M | Buy |
115,145
+17,067
| +17% | +$4.63M | 0.59% | 21 |
|
|
2021
Q2 | $24M | Sell |
98,078
-49,970
| -34% | -$12.2M | 0.44% | 37 |
|
|
2021
Q1 | $31.4M | Sell |
148,048
-429
| -0.3% | -$90.9K | 0.66% | 23 |
|
|
2020
Q4 | $33M | Buy |
148,477
+3,167
| +2% | +$705K | 0.72% | 22 |
|
|
2020
Q3 | $36.5M | Buy |
145,310
+4,537
| +3% | +$1.14M | 0.9% | 17 |
|
|
2020
Q2 | $26.4M | Buy |
+140,773
| New | +$26.4M | 0.68% | 22 |
|