Accredited Investors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
1,296
+93
| +8% | +$25.4K | 0.02% | 170 |
|
|
2025
Q1 | $323K | Sell |
1,203
-25
| -2% | -$6.71K | 0.02% | 166 |
|
|
2024
Q4 | $411K | Sell |
1,228
-390
| -24% | -$130K | 0.02% | 150 |
|
|
2024
Q3 | $443K | Buy |
1,618
+689
| +74% | +$189K | 0.03% | 140 |
|
|
2024
Q2 | $239K | Buy |
+929
| New | +$239K | 0.01% | 191 |
|
|
2024
Q1 | – | Sell |
-892
| Closed | -$235K | – | 211 |
|
|
2023
Q4 | $235K | Buy |
+892
| New | +$235K | 0.02% | 178 |
|
|
2022
Q1 | – | Sell |
-893
| Closed | -$227K | – | 181 |
|
|
2021
Q4 | $227K | Buy |
893
+8
| +0.9% | +$2.03K | 0.02% | 170 |
|
|
2021
Q3 | $240K | Buy |
885
+43
| +5% | +$11.7K | 0.03% | 149 |
|
|
2021
Q2 | $206K | Buy |
+842
| New | +$206K | 0.02% | 154 |
|
|
2020
Q4 | – | Sell |
-839
| Closed | -$211K | – | 157 |
|
|
2020
Q3 | $211K | Buy |
+839
| New | +$211K | 0.04% | 126 |
|