Atwood & Palmer’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
408
| – | – | 0.01% | 183 |
|
|
2025
Q1 | $110K | Buy |
408
+28
| +7% | +$7.52K | 0.01% | 179 |
|
|
2024
Q4 | $127K | Hold |
380
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $104K | Hold |
380
| – | – | 0.01% | 182 |
|
|
2024
Q2 | $97.7K | Sell |
380
-119
| -24% | -$30.6K | 0.01% | 181 |
|
|
2024
Q1 | $150K | Buy |
499
+19
| +4% | +$5.72K | 0.01% | 162 |
|
|
2023
Q4 | $126K | Buy |
480
+213
| +80% | +$56K | 0.01% | 172 |
|
|
2023
Q3 | $54.1K | Hold |
267
| – | – | ﹤0.01% | 210 |
|
|
2023
Q2 | $56.4K | Buy |
267
+252
| +1,680% | +$53.2K | 0.01% | 217 |
|
|
2023
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 338 |
|
|
2022
Q4 | $1.99K | Hold |
15
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $2K | Sell |
15
-70
| -82% | -$9.33K | ﹤0.01% | 356 |
|
|
2022
Q2 | $14K | Buy |
85
+70
| +467% | +$11.5K | ﹤0.01% | 310 |
|
|
2022
Q1 | $3K | Sell |
15
-33
| -69% | -$6.6K | ﹤0.01% | 413 |
|
|
2021
Q4 | $12K | Buy |
48
+15
| +45% | +$3.75K | ﹤0.01% | 360 |
|
|
2021
Q3 | $9K | Buy |
+33
| New | +$9K | ﹤0.01% | 358 |
|
|
2018
Q2 | – | Sell |
-288
| Closed | -$33K | – | 317 |
|
|
2018
Q1 | $33K | Sell |
288
-100
| -26% | -$11.5K | ﹤0.01% | 197 |
|
|
2017
Q4 | $40K | Hold |
388
| – | – | 0.01% | 189 |
|
|
2017
Q3 | $36K | Hold |
388
| – | – | 0.01% | 195 |
|
|
2017
Q2 | $34K | Buy |
388
+40
| +11% | +$3.51K | 0.01% | 205 |
|
|
2017
Q1 | $29K | Hold |
348
| – | – | ﹤0.01% | 197 |
|
|
2016
Q4 | $24K | Hold |
348
| – | – | ﹤0.01% | 214 |
|
|
2016
Q3 | $25K | Hold |
348
| – | – | ﹤0.01% | 212 |
|
|
2016
Q2 | $28K | Hold |
348
| – | – | 0.01% | 203 |
|
|
2016
Q1 | $26K | Sell |
348
-445
| -56% | -$33.2K | ﹤0.01% | 213 |
|
|
2015
Q4 | $62K | Hold |
793
| – | – | 0.01% | 192 |
|
|
2015
Q3 | $55K | Buy |
793
+231
| +41% | +$16K | 0.01% | 186 |
|
|
2015
Q2 | $39K | Buy |
+562
| New | +$39K | 0.01% | 200 |
|