AI
Atom Investors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
55,578
+33,117
| +147% | +$9.03M | 1.34% | 7 |
|
|
2025
Q1 | $6.03M | Buy |
22,461
+20,961
| +1,397% | +$5.63M | 0.74% | 24 |
|
|
2024
Q4 | $501K | Sell |
1,500
-11,679
| -89% | -$3.9M | 0.06% | 310 |
|
|
2024
Q3 | $3.61M | Sell |
13,179
-8,661
| -40% | -$2.37M | 0.38% | 87 |
|
|
2024
Q2 | $5.62M | Buy |
21,840
+1,415
| +7% | +$364K | 0.56% | 50 |
|
|
2024
Q1 | $6.15M | Buy |
20,425
+10,288
| +101% | +$3.1M | 0.77% | 16 |
|
|
2023
Q4 | $2.67M | Buy |
10,137
+942
| +10% | +$248K | 0.47% | 54 |
|
|
2023
Q3 | $1.86M | Buy |
9,195
+4,230
| +85% | +$858K | 0.43% | 57 |
|
|
2023
Q2 | $1.05M | Buy |
4,965
+1,259
| +34% | +$266K | 0.4% | 58 |
|
|
2023
Q1 | $740K | Buy |
+3,706
| New | +$740K | 0.4% | 63 |
|
|
2022
Q2 | – | Sell |
-3,183
| Closed | -$676K | – | 263 |
|
|
2022
Q1 | $676K | Sell |
3,183
-1,825
| -36% | -$388K | 0.32% | 77 |
|
|
2021
Q4 | $1.27M | Buy |
5,008
+1,850
| +59% | +$470K | 0.21% | 76 |
|
|
2021
Q3 | $857K | Sell |
3,158
-3,727
| -54% | -$1.01M | 0.07% | 132 |
|
|
2021
Q2 | $1.68M | Buy |
+6,885
| New | +$1.68M | 0.21% | 76 |
|
|
2019
Q4 | – | Sell |
-153,937
| Closed | -$22.9M | – | 246 |
|
|
2019
Q3 | $22.9M | Buy |
153,937
+518
| +0.3% | +$76.9K | 1.56% | 12 |
|
|
2019
Q2 | $23.3M | Buy |
153,419
+121,380
| +379% | +$18.4M | 1.52% | 8 |
|
|
2019
Q1 | $5.07M | Sell |
32,039
-11,432
| -26% | -$1.81M | 0.43% | 75 |
|
|
2018
Q4 | $5.95M | Buy |
+43,471
| New | +$5.95M | 0.59% | 33 |
|