Calton & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
1,207
+39
| +3% | +$10.6K | 0.06% | 272 |
|
|
2025
Q1 | $313K | Buy |
+1,168
| New | +$313K | 0.07% | 234 |
|
|
2024
Q4 | – | Sell |
-747
| Closed | -$204K | – | 208 |
|
|
2024
Q3 | $204K | Buy |
+747
| New | +$204K | 0.08% | 219 |
|
|
2022
Q3 | – | Sell |
-1,725
| Closed | -$284K | – | 223 |
|
|
2022
Q2 | $284K | Sell |
1,725
-283
| -14% | -$46.6K | 0.16% | 160 |
|
|
2022
Q1 | $426K | Buy |
2,008
+24
| +1% | +$5.09K | 0.13% | 189 |
|
|
2021
Q4 | $504K | Sell |
1,984
-461
| -19% | -$117K | 0.13% | 174 |
|
|
2021
Q3 | $663K | Sell |
2,445
-166
| -6% | -$45K | 0.15% | 167 |
|
|
2021
Q2 | $638K | Buy |
2,611
+113
| +5% | +$27.6K | 0.12% | 171 |
|
|
2021
Q1 | $529K | Sell |
2,498
-338
| -12% | -$71.6K | 0.1% | 178 |
|
|
2020
Q4 | $631K | Buy |
2,836
+222
| +8% | +$49.4K | 0.11% | 154 |
|
|
2020
Q3 | $657K | Buy |
2,614
+599
| +30% | +$151K | 0.13% | 127 |
|
|
2020
Q2 | $378K | Sell |
2,015
-277
| -12% | -$52K | 0.08% | 181 |
|
|
2020
Q1 | $330K | Sell |
2,292
-1,560
| -40% | -$225K | 0.08% | 195 |
|
|
2019
Q4 | $627K | Buy |
3,852
+1,886
| +96% | +$307K | 0.13% | 145 |
|
|
2019
Q3 | $292K | Sell |
1,966
-205
| -9% | -$30.4K | 0.06% | 248 |
|
|
2019
Q2 | $330K | Sell |
2,171
-14
| -0.6% | -$2.13K | 0.09% | 182 |
|
|
2019
Q1 | $346K | Buy |
2,185
+187
| +9% | +$29.6K | 0.11% | 172 |
|
|
2018
Q4 | $274K | Buy |
1,998
+586
| +42% | +$80.4K | 0.1% | 181 |
|
|
2018
Q3 | $225K | Sell |
1,412
-539
| -28% | -$85.9K | 0.07% | 246 |
|
|
2018
Q2 | $283K | Buy |
+1,951
| New | +$283K | 0.08% | 198 |
|
|
2018
Q1 | – | Sell |
-492
| Closed | -$55K | – | 517 |
|
|
2017
Q4 | $55K | Buy |
+492
| New | +$55K | 0.01% | 659 |
|