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Gratus Capital LLC

SEC CIK
0001652103
Latest filing
Jul 25, 2024

CRM holding history

Salesforce, Inc. in every 13F filed by Gratus Capital LLC, 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)
1,992
Value
$512.2K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2023
Holdings of CRM by Gratus Capital LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20241,992$512.2K<0.1%+672+50.9%AddedHolders
Q1 20241,320$397.5K<0.1%+200+17.9%AddedHolders
Q4 20231,120$294.6K<0.1%+114+11.3%AddedHolders
Q3 20231,006$204.0K<0.1%+1,006NewHolders
Q2 20230$00.0%−1,058−100.0%Sold outHolders
Q1 20231,058$211.4K<0.1%+1,058NewHolders