Callan Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $910K | Sell |
3,391
-117
| -3% | -$31.4K | 0.07% | 126 |
|
|
2024
Q4 | $1.17M | Buy |
3,508
+738
| +27% | +$247K | 0.09% | 98 |
|
|
2024
Q3 | $758K | Buy |
2,770
+768
| +38% | +$210K | 0.05% | 132 |
|
|
2024
Q2 | $515K | Sell |
2,002
-220
| -10% | -$56.6K | 0.04% | 154 |
|
|
2024
Q1 | $669K | Buy |
2,222
+640
| +40% | +$193K | 0.06% | 122 |
|
|
2023
Q4 | $416K | Buy |
1,582
+209
| +15% | +$55K | 0.04% | 140 |
|
|
2023
Q3 | $278K | Buy |
1,373
+315
| +30% | +$63.9K | 0.03% | 163 |
|
|
2023
Q2 | $224K | Buy |
1,058
+10
| +1% | +$2.11K | 0.02% | 168 |
|
|
2023
Q1 | $209K | Buy |
+1,048
| New | +$209K | 0.02% | 171 |
|
|
2022
Q2 | – | Sell |
-1,150
| Closed | -$244K | – | 117 |
|
|
2022
Q1 | $244K | Buy |
1,150
+49
| +4% | +$10.4K | 0.03% | 107 |
|
|
2021
Q4 | $280K | Buy |
+1,101
| New | +$280K | 0.04% | 110 |
|