Aldebaran Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
4,176
+1
| +0% | +$273 | 1.26% | 19 |
|
|
2025
Q1 | $1.12M | Buy |
4,175
+30
| +0.7% | +$8.05K | 1.37% | 17 |
|
|
2024
Q4 | $1.39M | Sell |
4,145
-590
| -12% | -$198K | 1.63% | 16 |
|
|
2024
Q3 | $1.3M | Hold |
4,735
| – | – | 1.53% | 17 |
|
|
2024
Q2 | $1.22M | Buy |
4,735
+121
| +3% | +$31.1K | 1.6% | 19 |
|
|
2024
Q1 | $1.39M | Sell |
4,614
-265
| -5% | -$79.8K | 1.96% | 17 |
|
|
2023
Q4 | $1.28M | Sell |
4,879
-250
| -5% | -$65.8K | 1.89% | 15 |
|
|
2023
Q3 | $1.04M | Hold |
5,129
| – | – | 1.62% | 17 |
|
|
2023
Q2 | $1.08M | Sell |
5,129
-1,277
| -20% | -$270K | 1.47% | 19 |
|
|
2023
Q1 | $1.28M | Sell |
6,406
-2,117
| -25% | -$423K | 1.65% | 15 |
|
|
2022
Q4 | $1.13M | Buy |
8,523
+1,337
| +19% | +$177K | 1.21% | 26 |
|
|
2022
Q3 | $1.05M | Buy |
7,186
+367
| +5% | +$53.4K | 1.15% | 29 |
|
|
2022
Q2 | $1.13M | Sell |
6,819
-1,650
| -19% | -$274K | 1.2% | 25 |
|
|
2022
Q1 | $1.8M | Buy |
8,469
+140
| +2% | +$29.7K | 1.4% | 19 |
|
|
2021
Q4 | $2.12M | Buy |
8,329
+65
| +0.8% | +$16.5K | 1.56% | 19 |
|
|
2021
Q3 | $2.24M | Buy |
8,264
+525
| +7% | +$142K | 1.81% | 16 |
|
|
2021
Q2 | $1.88M | Buy |
7,739
+175
| +2% | +$42.6K | 1.55% | 17 |
|
|
2021
Q1 | $1.6M | Buy |
7,564
+50
| +0.7% | +$10.6K | 1.41% | 20 |
|
|
2020
Q4 | $1.67M | Buy |
7,514
+180
| +2% | +$40.1K | 1.56% | 17 |
|
|
2020
Q3 | $1.84M | Buy |
7,334
+150
| +2% | +$37.7K | 1.92% | 13 |
|
|
2020
Q2 | $1.35M | Sell |
7,184
-7,025
| -49% | -$1.32M | 1.58% | 20 |
|
|
2020
Q1 | $2.05M | Sell |
14,209
-393
| -3% | -$56.6K | 2% | 15 |
|
|
2019
Q4 | $2.38M | Sell |
14,602
-504
| -3% | -$82K | 1.8% | 14 |
|
|
2019
Q3 | $2.23M | Buy |
15,106
+986
| +7% | +$146K | 1.49% | 22 |
|
|
2019
Q2 | $2.14M | Buy |
14,120
+1,900
| +16% | +$288K | 1.48% | 23 |
|
|
2019
Q1 | $1.94M | Sell |
12,220
-150
| -1% | -$23.8K | 1.36% | 26 |
|
|
2018
Q4 | $1.69M | Buy |
12,370
+50
| +0.4% | +$6.85K | 1.29% | 29 |
|
|
2018
Q3 | $1.96M | Sell |
12,320
-1,050
| -8% | -$167K | 1.27% | 29 |
|
|
2018
Q2 | $1.82M | Sell |
13,370
-1,200
| -8% | -$164K | 1.25% | 30 |
|
|
2018
Q1 | $1.69M | Hold |
14,570
| – | – | 1.14% | 36 |
|
|
2017
Q4 | $1.49M | Buy |
14,570
+25
| +0.2% | +$2.56K | 0.99% | 41 |
|
|
2017
Q3 | $1.36M | Buy |
14,545
+50
| +0.3% | +$4.67K | 0.94% | 44 |
|
|
2017
Q2 | $1.26M | Sell |
14,495
-75
| -0.5% | -$6.49K | 0.92% | 42 |
|
|
2017
Q1 | $1.2M | Buy |
14,570
+100
| +0.7% | +$8.25K | 0.91% | 42 |
|
|
2016
Q4 | $991K | Sell |
14,470
-3,625
| -20% | -$248K | 0.78% | 44 |
|
|
2016
Q3 | $1.29M | Buy |
+18,095
| New | +$1.29M | 1.02% | 41 |
|