Buckingham Capital Management (Ohio)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.4M | Sell |
45,968
-1,294
| -3% | -$413K | 1.76% | 16 |
|
|
2024
Q3 | $12.9M | Sell |
47,262
-281
| -0.6% | -$72K | 1.48% | 23 |
|
|
2024
Q2 | $12.2M | Sell |
47,543
-531
| -1% | -$142K | 1.46% | 22 |
|
|
2024
Q1 | $14.5M | Sell |
48,074
-1,202
| -2% | -$347K | 1.77% | 15 |
|
|
2023
Q4 | $13M | Sell |
49,276
-258
| -0.5% | -$58.4K | 1.74% | 18 |
|
|
2023
Q3 | $10M | Buy |
49,534
+1,047
| +2% | +$226K | 1.53% | 22 |
|
|
2023
Q2 | $10.2M | Buy |
48,487
+328
| +0.7% | +$67K | 1.53% | 21 |
|
|
2023
Q1 | $9.62M | Buy |
48,159
+601
| +1% | +$102K | 1.54% | 23 |
|
|
2022
Q4 | $6.31M | Sell |
47,558
-292
| -0.6% | -$42.6K | 1.1% | 30 |
|
|
2022
Q3 | $6.88M | Buy |
47,850
+1,671
| +4% | +$283K | 1.33% | 27 |
|
|
2022
Q2 | $7.62M | Buy |
46,179
+1,018
| +2% | +$180K | 1.43% | 25 |
|
|
2022
Q1 | $9.59M | Buy |
45,161
+750
| +2% | +$161K | 1.57% | 21 |
|
|
2021
Q4 | $11.3M | Sell |
44,411
-1,818
| -4% | -$511K | 1.75% | 19 |
|
|
2021
Q3 | $12.5M | Buy |
46,229
+744
| +2% | +$189K | 2.05% | 14 |
|
|
2021
Q2 | $11.1M | Buy |
45,485
+362
| +0.8% | +$83.4K | 1.8% | 19 |
|
|
2021
Q1 | $9.56M | Buy |
45,123
+813
| +2% | +$181K | 1.61% | 23 |
|
|
2020
Q4 | $9.86M | Sell |
44,310
-860
| -2% | -$209K | 1.74% | 18 |
|
|
2020
Q3 | $11.4M | Sell |
45,170
-264
| -0.6% | -$57.8K | 2.26% | 11 |
|
|
2020
Q2 | $8.51M | Buy |
45,434
+4,244
| +10% | +$715K | 1.86% | 17 |
|
|
2020
Q1 | $5.93M | Sell |
41,190
-4,368
| -10% | -$749K | 1.49% | 21 |
|
|
2019
Q4 | $7.41M | Buy |
45,558
+2,606
| +6% | +$409K | 1.28% | 22 |
|
|
2019
Q3 | $6.38M | Buy |
42,952
+1,980
| +5% | +$301K | 1.18% | 25 |
|
|
2019
Q2 | $6.22M | Buy |
40,972
+6,425
| +19% | +$1.01M | 1.18% | 25 |
|
|
2019
Q1 | $5.47M | Buy |
34,547
+2,028
| +6% | +$314K | 1.07% | 28 |
|
|
2018
Q4 | $4.45M | Buy |
32,519
+2,439
| +8% | +$335K | 0.98% | 28 |
|
|
2018
Q3 | $4.78M | Buy |
30,080
+2,312
| +8% | +$343K | 0.93% | 27 |
|
|
2018
Q2 | $3.79M | Buy |
27,768
+1,825
| +7% | +$233K | 0.77% | 34 |
|
|
2018
Q1 | $3.02M | Buy |
25,943
+2,225
| +9% | +$256K | 0.63% | 44 |
|
|
2017
Q4 | $2.42M | Buy |
23,718
+2,245
| +10% | +$229K | 0.51% | 56 |
|
|
2017
Q3 | $2.01M | Buy |
21,473
+3,360
| +19% | +$309K | 0.44% | 64 |
|
|
2017
Q2 | $1.57M | Buy |
18,113
+4,535
| +33% | +$395K | 0.36% | 74 |
|
|
2017
Q1 | $1.12M | Buy |
13,578
+8,938
| +193% | +$714K | 0.26% | 92 |
|
|
2016
Q4 | $318K | Buy |
+4,640
| New | +$337K | 0.08% | 129 |
|
Other funds holding CRM
Buckingham Capital Management (Ohio)'s CRM Position: Q4 2024 in Review
Buckingham Capital Management (Ohio) reduced its Salesforce (CRM) stake by 2.7% in Q4 2024, selling an estimated $413K and leaving 45,968 shares worth $15.4M. The position accounts for 1.76% of the portfolio, ranked #16.
Buckingham Capital Management (Ohio) first reported a position in CRM in Q4 2016 and has held it in 33 quarters since. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.
- Buckingham Capital Management (Ohio) held 45,968 shares of Salesforce worth $15.4M as of Q4 2024.
- Buckingham Capital Management (Ohio) sold 1,294 Salesforce shares in Q4 2024, an estimated $413K.
- Salesforce made up 1.76% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #16 holding.
- Buckingham Capital Management (Ohio) first reported a position in Salesforce in Q4 2016 and has held it in 33 quarters since.
- 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.
Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.