Zevenbergen Capital Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Sell |
17,400
-5,700
| -25% | -$1.55M | 0.09% | 68 |
|
|
2025
Q1 | $6.2M | Hold |
23,100
| – | – | 0.15% | 63 |
|
|
2024
Q4 | $7.72M | Buy |
23,100
+8,100
| +54% | +$2.71M | 0.16% | 57 |
|
|
2024
Q3 | $4.11M | Buy |
+15,000
| New | +$4.11M | 0.09% | 66 |
|
|
2024
Q2 | – | Sell |
-58,000
| Closed | -$17.5M | – | 104 |
|
|
2024
Q1 | $17.5M | Hold |
58,000
| – | – | 0.37% | 48 |
|
|
2023
Q4 | $15.3M | Hold |
58,000
| – | – | 0.35% | 49 |
|
|
2023
Q3 | $11.8M | Buy |
+58,000
| New | +$11.8M | 0.3% | 54 |
|
|
2022
Q4 | – | Sell |
-58,000
| Closed | -$8.34M | – | 99 |
|
|
2022
Q3 | $8.34M | Buy |
+58,000
| New | +$8.34M | 0.24% | 57 |
|
|
2017
Q1 | – | Sell |
-460,893
| Closed | -$31.6M | – | 82 |
|
|
2016
Q4 | $31.6M | Sell |
460,893
-314,743
| -41% | -$21.5M | 1.49% | 27 |
|
|
2016
Q3 | $55.3M | Sell |
775,636
-5,350
| -0.7% | -$382K | 2.27% | 15 |
|
|
2016
Q2 | $62M | Sell |
780,986
-21,390
| -3% | -$1.7M | 2.9% | 13 |
|
|
2016
Q1 | $59.2M | Buy |
802,376
+48,065
| +6% | +$3.55M | 2.68% | 13 |
|
|
2015
Q4 | $59.1M | Sell |
754,311
-1,495
| -0.2% | -$117K | 2.4% | 16 |
|
|
2015
Q3 | $52.5M | Buy |
755,806
+185,055
| +32% | +$12.8M | 2.25% | 19 |
|
|
2015
Q2 | $39.7M | Buy |
570,751
+177,955
| +45% | +$12.4M | 1.55% | 31 |
|
|
2015
Q1 | $26.2M | Buy |
392,796
+327,015
| +497% | +$21.8M | 1.1% | 35 |
|
|
2014
Q4 | $3.9M | Buy |
+65,781
| New | +$3.9M | 0.17% | 40 |
|