CA
Callahan Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Buy |
33,094
+1,660
| +5% | +$453K | 0.81% | 39 |
|
|
2025
Q1 | $8.44M | Buy |
31,434
+1,068
| +4% | +$287K | 0.8% | 42 |
|
|
2024
Q4 | $10.2M | Buy |
30,366
+377
| +1% | +$126K | 0.96% | 35 |
|
|
2024
Q3 | $8.21M | Buy |
29,989
+1,909
| +7% | +$523K | 0.8% | 42 |
|
|
2024
Q2 | $7.22M | Buy |
28,080
+4,538
| +19% | +$1.17M | 0.75% | 42 |
|
|
2024
Q1 | $7.09M | Buy |
23,542
+3,521
| +18% | +$1.06M | 0.74% | 46 |
|
|
2023
Q4 | $5.27M | Buy |
20,021
+5,828
| +41% | +$1.53M | 0.61% | 53 |
|
|
2023
Q3 | $2.88M | Buy |
14,193
+3,039
| +27% | +$616K | 0.36% | 62 |
|
|
2023
Q2 | $2.36M | Buy |
11,154
+1,710
| +18% | +$361K | 0.29% | 68 |
|
|
2023
Q1 | $1.89M | Sell |
9,444
-5
| -0.1% | -$999 | 0.24% | 73 |
|
|
2022
Q4 | $1.25M | Buy |
9,449
+147
| +2% | +$19.5K | 0.17% | 91 |
|
|
2022
Q3 | $1.34M | Sell |
9,302
-2,675
| -22% | -$385K | 0.19% | 91 |
|
|
2022
Q2 | $1.98M | Sell |
11,977
-3,063
| -20% | -$506K | 0.26% | 77 |
|
|
2022
Q1 | $3.19M | Buy |
15,040
+386
| +3% | +$81.9K | 0.36% | 70 |
|
|
2021
Q4 | $3.72M | Buy |
14,654
+1,203
| +9% | +$306K | 0.42% | 65 |
|
|
2021
Q3 | $3.65M | Buy |
13,451
+901
| +7% | +$244K | 0.46% | 61 |
|
|
2021
Q2 | $3.07M | Buy |
12,550
+4,072
| +48% | +$995K | 0.39% | 63 |
|
|
2021
Q1 | $1.8M | Buy |
8,478
+4,707
| +125% | +$997K | 0.24% | 80 |
|
|
2020
Q4 | $839K | Buy |
+3,771
| New | +$839K | 0.12% | 101 |
|