Abacus Planning Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,377
+103
| +8% | +$28.1K | 0.06% | 159 |
|
|
2025
Q1 | $342K | Buy |
1,274
+226
| +22% | +$60.6K | 0.06% | 152 |
|
|
2024
Q4 | $350K | Buy |
1,048
+4
| +0.4% | +$1.34K | 0.06% | 147 |
|
|
2024
Q3 | $286K | Buy |
1,044
+232
| +29% | +$63.5K | 0.05% | 174 |
|
|
2024
Q2 | $209K | Sell |
812
-13
| -2% | -$3.34K | 0.04% | 198 |
|
|
2024
Q1 | $248K | Sell |
825
-528
| -39% | -$159K | 0.05% | 177 |
|
|
2023
Q4 | $356K | Buy |
1,353
+154
| +13% | +$40.5K | 0.08% | 130 |
|
|
2023
Q3 | $243K | Hold |
1,199
| – | – | 0.06% | 153 |
|
|
2023
Q2 | $253K | Hold |
1,199
| – | – | 0.06% | 156 |
|
|
2023
Q1 | $240K | Buy |
+1,199
| New | +$240K | 0.06% | 159 |
|
|
2022
Q1 | – | Sell |
-813
| Closed | -$207K | – | 210 |
|
|
2021
Q4 | $207K | Sell |
813
-96
| -11% | -$24.4K | 0.06% | 193 |
|
|
2021
Q3 | $247K | Sell |
909
-161
| -15% | -$43.7K | 0.08% | 164 |
|
|
2021
Q2 | $261K | Buy |
1,070
+109
| +11% | +$26.6K | 0.08% | 157 |
|
|
2021
Q1 | $204K | Buy |
+961
| New | +$204K | 0.07% | 173 |
|