AB
Atlas Brown’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
7,162
+47
| +0.7% | +$12.8K | 0.63% | 43 |
|
|
2025
Q1 | $1.91M | Buy |
7,115
+18
| +0.3% | +$4.83K | 0.67% | 36 |
|
|
2024
Q4 | $2.37M | Sell |
7,097
-78
| -1% | -$26.1K | 0.81% | 29 |
|
|
2024
Q3 | $1.96M | Buy |
7,175
+615
| +9% | +$168K | 0.68% | 38 |
|
|
2024
Q2 | $1.69M | Buy |
6,560
+72
| +1% | +$18.5K | 0.6% | 45 |
|
|
2024
Q1 | $1.95M | Buy |
6,488
+99
| +2% | +$29.8K | 0.71% | 37 |
|
|
2023
Q4 | $1.68M | Buy |
6,389
+73
| +1% | +$19.2K | 0.7% | 42 |
|
|
2023
Q3 | $1.28M | Buy |
6,316
+79
| +1% | +$16K | 0.58% | 48 |
|
|
2023
Q2 | $1.32M | Buy |
6,237
+44
| +0.7% | +$9.3K | 0.58% | 52 |
|
|
2023
Q1 | $1.24M | Buy |
6,193
+273
| +5% | +$54.5K | 0.57% | 57 |
|
|
2022
Q4 | $785K | Sell |
5,920
-1,003
| -14% | -$133K | 0.39% | 80 |
|
|
2022
Q3 | $996K | Buy |
6,923
+277
| +4% | +$39.9K | 0.51% | 61 |
|
|
2022
Q2 | $1.1M | Buy |
6,646
+24
| +0.4% | +$3.96K | 0.52% | 63 |
|
|
2022
Q1 | $1.41M | Buy |
6,622
+108
| +2% | +$22.9K | 0.57% | 54 |
|
|
2021
Q4 | $1.66M | Buy |
6,514
+294
| +5% | +$74.7K | 0.64% | 47 |
|
|
2021
Q3 | $1.69M | Buy |
6,220
+102
| +2% | +$27.7K | 0.73% | 43 |
|
|
2021
Q2 | $1.49M | Buy |
6,118
+758
| +14% | +$185K | 0.65% | 48 |
|
|
2021
Q1 | $1.14M | Buy |
5,360
+998
| +23% | +$212K | 0.54% | 57 |
|
|
2020
Q4 | $971K | Buy |
4,362
+262
| +6% | +$58.3K | 0.5% | 65 |
|
|
2020
Q3 | $1.03M | Buy |
4,100
+99
| +2% | +$24.9K | 0.61% | 57 |
|
|
2020
Q2 | $750K | Buy |
4,001
+1,034
| +35% | +$194K | 0.48% | 71 |
|
|
2020
Q1 | $427K | Sell |
2,967
-72
| -2% | -$10.4K | 0.33% | 87 |
|
|
2019
Q4 | $494K | Sell |
3,039
-155
| -5% | -$25.2K | 0.31% | 90 |
|
|
2019
Q3 | $474K | Hold |
3,194
| – | – | 0.34% | 84 |
|
|
2019
Q2 | $485K | Buy |
3,194
+26
| +0.8% | +$3.95K | 0.34% | 84 |
|
|
2019
Q1 | $502K | Sell |
3,168
-625
| -16% | -$99K | 0.36% | 80 |
|
|
2018
Q4 | $520K | Buy |
3,793
+423
| +13% | +$58K | 0.4% | 74 |
|
|
2018
Q3 | $536K | Buy |
3,370
+42
| +1% | +$6.68K | 0.33% | 89 |
|
|
2018
Q2 | $474K | Buy |
3,328
+345
| +12% | +$49.1K | 0.11% | 92 |
|
|
2018
Q1 | $347K | Buy |
2,983
+61
| +2% | +$7.1K | 0.06% | 108 |
|
|
2017
Q4 | $330K | Buy |
2,922
+33
| +1% | +$3.73K | 0.06% | 112 |
|
|
2017
Q3 | $270K | Hold |
2,889
| – | – | 0.06% | 115 |
|
|
2017
Q2 | $250K | Sell |
2,889
-688
| -19% | -$59.5K | 0.22% | 114 |
|
|
2017
Q1 | $295K | Buy |
3,577
+128
| +4% | +$10.6K | 0.23% | 104 |
|
|
2016
Q4 | $246K | Hold |
3,449
| – | – | 0.1% | 112 |
|
|
2016
Q3 | $246K | Buy |
+3,449
| New | +$246K | 0.1% | 112 |
|
|
2016
Q2 | – | Sell |
-3,353
| Closed | -$248K | – | 115 |
|
|
2016
Q1 | $248K | Hold |
3,353
| – | – | 0.1% | 107 |
|
|
2015
Q4 | $226K | Buy |
+3,353
| New | +$226K | 0.14% | 105 |
|