Abbot Financial Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
3,123
+375
| +14% | +$102K | 0.39% | 75 |
|
|
2025
Q1 | $738K | Sell |
2,748
-50
| -2% | -$13.4K | 0.38% | 75 |
|
|
2024
Q4 | $935K | Hold |
2,798
| – | – | 0.47% | 57 |
|
|
2024
Q3 | $766K | Buy |
2,798
+430
| +18% | +$118K | 0.39% | 70 |
|
|
2024
Q2 | $609K | Hold |
2,368
| – | – | 0.33% | 84 |
|
|
2024
Q1 | $713K | Hold |
2,368
| – | – | 0.39% | 71 |
|
|
2023
Q4 | $623K | Hold |
2,368
| – | – | 0.37% | 76 |
|
|
2023
Q3 | $480K | Sell |
2,368
-250
| -10% | -$50.7K | 0.32% | 80 |
|
|
2023
Q2 | $553K | Sell |
2,618
-150
| -5% | -$31.7K | 0.35% | 76 |
|
|
2023
Q1 | $553K | Hold |
2,768
| – | – | 0.37% | 76 |
|
|
2022
Q4 | $367K | Sell |
2,768
-4,076
| -60% | -$540K | 0.25% | 86 |
|
|
2022
Q3 | $984K | Hold |
6,844
| – | – | 0.7% | 44 |
|
|
2022
Q2 | $1.13M | Buy |
6,844
+125
| +2% | +$20.6K | 0.68% | 45 |
|
|
2022
Q1 | $1.43M | Buy |
6,719
+158
| +2% | +$33.6K | 0.7% | 43 |
|
|
2021
Q4 | $1.67M | Buy |
6,561
+61
| +0.9% | +$15.5K | 0.74% | 42 |
|
|
2021
Q3 | $1.76M | Buy |
6,500
+48
| +0.7% | +$13K | 0.8% | 39 |
|
|
2021
Q2 | $1.58M | Buy |
6,452
+285
| +5% | +$69.6K | 0.69% | 42 |
|
|
2021
Q1 | $1.31M | Buy |
6,167
+1,448
| +31% | +$307K | 0.59% | 47 |
|
|
2020
Q4 | $1.05M | Buy |
4,719
+1,361
| +41% | +$303K | 0.6% | 53 |
|
|
2020
Q3 | $844K | Buy |
3,358
+67
| +2% | +$16.8K | 0.55% | 53 |
|
|
2020
Q2 | $617K | Buy |
3,291
+13
| +0.4% | +$2.44K | 0.42% | 65 |
|
|
2020
Q1 | $472K | Buy |
3,278
+204
| +7% | +$29.4K | 0.38% | 66 |
|
|
2019
Q4 | $500K | Buy |
3,074
+266
| +9% | +$43.3K | 0.32% | 76 |
|
|
2019
Q3 | $417K | Buy |
2,808
+167
| +6% | +$24.8K | 0.3% | 83 |
|
|
2019
Q2 | $401K | Buy |
2,641
+841
| +47% | +$128K | 0.29% | 83 |
|
|
2019
Q1 | $285K | Buy |
1,800
+150
| +9% | +$23.8K | 0.22% | 88 |
|
|
2018
Q4 | $226K | Buy |
+1,650
| New | +$226K | 0.2% | 92 |
|