Americana Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Sell |
3,425
-14,516
| -81% | -$3.96M | 0.03% | 254 |
|
|
2025
Q1 | $4.81M | Buy |
17,941
+14,303
| +393% | +$3.84M | 0.19% | 110 |
|
|
2024
Q4 | $1.22M | Buy |
3,638
+422
| +13% | +$141K | 0.05% | 207 |
|
|
2024
Q3 | $880K | Sell |
3,216
-3,283
| -51% | -$899K | 0.06% | 198 |
|
|
2024
Q2 | $1.67M | Buy |
6,499
+1,502
| +30% | +$386K | 0.13% | 147 |
|
|
2024
Q1 | $1.5M | Buy |
4,997
+313
| +7% | +$94.3K | 0.13% | 153 |
|
|
2023
Q4 | $1.53M | Sell |
4,684
-2,703
| -37% | -$885K | 0.15% | 135 |
|
|
2023
Q3 | $1.46M | Buy |
7,387
+3,782
| +105% | +$750K | 0.16% | 123 |
|
|
2023
Q2 | $762K | Buy |
3,605
+1,975
| +121% | +$417K | 0.1% | 159 |
|
|
2023
Q1 | $326K | Buy |
+1,630
| New | +$326K | 0.05% | 212 |
|
|
2022
Q1 | – | Sell |
-2,288
| Closed | -$581K | – | 242 |
|
|
2021
Q4 | $581K | Sell |
2,288
-556
| -20% | -$141K | 0.11% | 154 |
|
|
2021
Q3 | $771K | Buy |
2,844
+1,569
| +123% | +$425K | 0.19% | 106 |
|
|
2021
Q2 | $272K | Buy |
+1,275
| New | +$272K | 0.14% | 115 |
|