Buffington Mohr McNeal’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-642
| Closed | -$215K | – | 117 |
|
|
2024
Q4 | $215K | Buy |
+642
| New | +$215K | 0.04% | 128 |
|
|
2023
Q3 | – | Sell |
-1,241
| Closed | -$262K | – | 124 |
|
|
2023
Q2 | $262K | Buy |
1,241
+125
| +11% | +$26.4K | 0.06% | 111 |
|
|
2023
Q1 | $223K | Buy |
+1,116
| New | +$223K | 0.05% | 117 |
|
|
2022
Q4 | – | Sell |
-1,516
| Closed | -$218K | – | 122 |
|
|
2022
Q3 | $218K | Sell |
1,516
-70
| -4% | -$10.1K | 0.05% | 116 |
|
|
2022
Q2 | $262K | Sell |
1,586
-3,612
| -69% | -$597K | 0.06% | 114 |
|
|
2022
Q1 | $1.1M | Buy |
5,198
+90
| +2% | +$19.1K | 0.21% | 72 |
|
|
2021
Q4 | $1.3M | Buy |
5,108
+582
| +13% | +$148K | 0.22% | 66 |
|
|
2021
Q3 | $1.23M | Sell |
4,526
-40
| -0.9% | -$10.9K | 0.24% | 63 |
|
|
2021
Q2 | $1.12M | Sell |
4,566
-30
| -0.7% | -$7.33K | 0.22% | 68 |
|
|
2021
Q1 | $974K | Buy |
4,596
+275
| +6% | +$58.3K | 0.21% | 73 |
|
|
2020
Q4 | $962K | Buy |
4,321
+2,450
| +131% | +$545K | 0.22% | 69 |
|
|
2020
Q3 | $470K | Buy |
+1,871
| New | +$470K | 0.12% | 88 |
|
|
2019
Q2 | – | Sell |
-46
| Closed | -$7K | – | 154 |
|
|
2019
Q1 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 284 |
|