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Girard Partners Ltd.

SEC CIK
0001000490
Latest filing
Aug 12, 2024

CRM holding history

Salesforce, Inc. in every 13F filed by Girard Partners Ltd., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2024 holdings

Shares (Q2 2024)
37,597
Value
$9.67M
% of portfolio
0.9%
Quarters held
14
Since Q1 2021
Holdings of CRM by Girard Partners Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202437,597$9.67M0.9%+710+1.9%AddedHolders
Q1 202436,887$11.1M1.0%+4,848+15.1%AddedHolders
Q4 202332,039$8.43M0.9%+3,368+11.7%AddedHolders
Q3 202328,671$5.81M0.7%−3,371−10.5%ReducedHolders
Q2 202332,042$6.77M0.7%+14,470+82.3%AddedHolders
Q1 202317,572$3.51M0.4%−1,749−9.1%ReducedHolders
Q4 202219,321$2.56M0.3%−701−3.5%ReducedHolders
Q3 202220,022$2.88M0.4%−265−1.3%ReducedHolders
Q2 202220,287$3.35M0.4%−914−4.3%ReducedHolders
Q1 202221,201$4.50M0.5%+41+0.2%AddedHolders
Q4 202121,160$5.38M0.6%+306+1.5%AddedHolders
Q3 202120,854$5.66M0.7%+131+0.6%AddedHolders
Q2 202120,723$5.06M0.7%+2,318+12.6%AddedHolders
Q1 202118,405$3.90M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.