Brown, Lisle/Cummings’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
5,287
| – | – | 0.38% | 62 |
|
|
2025
Q1 | $1.42M | Sell |
5,287
-41
| -0.8% | -$11K | 0.41% | 60 |
|
|
2024
Q4 | $1.78M | Buy |
5,328
+174
| +3% | +$58.2K | 0.53% | 49 |
|
|
2024
Q3 | $1.41M | Buy |
5,154
+125
| +2% | +$34.2K | 0.43% | 56 |
|
|
2024
Q2 | $1.29M | Buy |
5,029
+50
| +1% | +$12.9K | 0.42% | 59 |
|
|
2024
Q1 | $1.5M | Hold |
4,979
| – | – | 0.51% | 49 |
|
|
2023
Q4 | $1.31M | Buy |
4,979
+60
| +1% | +$15.8K | 0.49% | 49 |
|
|
2023
Q3 | $997K | Buy |
4,919
+200
| +4% | +$40.6K | 0.45% | 56 |
|
|
2023
Q2 | $997K | Buy |
4,719
+165
| +4% | +$34.9K | 0.45% | 55 |
|
|
2023
Q1 | $910K | Buy |
4,554
+30
| +0.7% | +$5.99K | 0.46% | 51 |
|
|
2022
Q4 | $600K | Sell |
4,524
-242
| -5% | -$32.1K | 0.32% | 81 |
|
|
2022
Q3 | $686K | Sell |
4,766
-125
| -3% | -$18K | 0.4% | 60 |
|
|
2022
Q2 | $807K | Buy |
4,891
+133
| +3% | +$22K | 0.45% | 59 |
|
|
2022
Q1 | $1.01M | Buy |
4,758
+333
| +8% | +$70.7K | 0.49% | 53 |
|
|
2021
Q4 | $1.12M | Buy |
+4,425
| New | +$1.12M | 0.56% | 47 |
|