Buckingham Strategic Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.03M | Buy |
7,885
+1,229
| +18% | +$316K | 0.02% | 236 |
|
|
2024
Q1 | $2M | Buy |
6,656
+1,070
| +19% | +$322K | 0.02% | 240 |
|
|
2023
Q4 | $1.47M | Sell |
5,586
-82
| -1% | -$21.6K | 0.02% | 271 |
|
|
2023
Q3 | $1.15M | Buy |
5,668
+39
| +0.7% | +$7.91K | 0.02% | 279 |
|
|
2023
Q2 | $1.19M | Buy |
5,629
+652
| +13% | +$138K | 0.02% | 271 |
|
|
2023
Q1 | $660K | Hold |
4,977
| – | – | 0.01% | 324 |
|
|
2022
Q4 | $660K | Sell |
4,977
-280
| -5% | -$37.1K | 0.01% | 326 |
|
|
2022
Q3 | $756K | Buy |
5,257
+442
| +9% | +$63.6K | 0.02% | 292 |
|
|
2022
Q2 | $795K | Buy |
4,815
+436
| +10% | +$72K | 0.02% | 288 |
|
|
2022
Q1 | $930K | Sell |
4,379
-291
| -6% | -$61.8K | 0.02% | 265 |
|
|
2021
Q4 | $1.19M | Buy |
4,670
+486
| +12% | +$124K | 0.02% | 244 |
|
|
2021
Q3 | $1.14M | Buy |
4,184
+444
| +12% | +$120K | 0.02% | 243 |
|
|
2021
Q2 | $914K | Buy |
3,740
+148
| +4% | +$36.2K | 0.02% | 259 |
|
|
2021
Q1 | $761K | Sell |
3,592
-193
| -5% | -$40.9K | 0.04% | 263 |
|
|
2020
Q4 | $842K | Buy |
3,785
+557
| +17% | +$124K | 0.04% | 243 |
|
|
2020
Q3 | $811K | Buy |
3,228
+268
| +9% | +$67.3K | 0.06% | 205 |
|
|
2020
Q2 | $554K | Sell |
2,960
-1,707
| -37% | -$319K | 0.05% | 206 |
|
|
2020
Q1 | $672K | Buy |
4,667
+63
| +1% | +$9.07K | 0.06% | 217 |
|
|
2019
Q4 | $749K | Buy |
4,604
+1,605
| +54% | +$261K | 0.07% | 197 |
|
|
2019
Q3 | $445K | Sell |
2,999
-721
| -19% | -$107K | 0.05% | 254 |
|
|
2019
Q2 | $564K | Buy |
3,720
+501
| +16% | +$76K | 0.06% | 224 |
|
|
2019
Q1 | $510K | Buy |
3,219
+178
| +6% | +$28.2K | 0.06% | 219 |
|
|
2018
Q4 | $417K | Buy |
3,041
+318
| +12% | +$43.6K | 0.06% | 211 |
|
|
2018
Q3 | $433K | Sell |
2,723
-695
| -20% | -$111K | 0.07% | 212 |
|
|
2018
Q2 | $466K | Buy |
3,418
+260
| +8% | +$35.4K | 0.08% | 189 |
|
|
2018
Q1 | $367K | Buy |
3,158
+929
| +42% | +$108K | 0.07% | 205 |
|
|
2017
Q4 | $228K | Sell |
2,229
-51
| -2% | -$5.22K | 0.05% | 281 |
|
|
2017
Q3 | $213K | Buy |
+2,280
| New | +$213K | 0.05% | 266 |
|