CI
Cavalier Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,991
| Closed | -$4.56M | – | 73 |
|
|
2025
Q1 | $4.56M | Sell |
16,991
-28
| -0.2% | -$7.51K | 1.55% | 19 |
|
|
2024
Q4 | $5.69M | Buy |
17,019
+672
| +4% | +$225K | 1.9% | 10 |
|
|
2024
Q3 | $4.47M | Buy |
16,347
+966
| +6% | +$264K | 1.37% | 19 |
|
|
2024
Q2 | $3.95M | Buy |
15,381
+434
| +3% | +$112K | 1.22% | 19 |
|
|
2024
Q1 | $4.5M | Buy |
14,947
+813
| +6% | +$245K | 1.64% | 17 |
|
|
2023
Q4 | $3.72M | Buy |
14,134
+337
| +2% | +$88.7K | 1.37% | 22 |
|
|
2023
Q3 | $2.8M | Buy |
13,797
+489
| +4% | +$99.2K | 1.09% | 27 |
|
|
2023
Q2 | $2.81M | Buy |
13,308
+10,436
| +363% | +$2.2M | 1.02% | 28 |
|
|
2023
Q1 | $574K | Sell |
2,872
-4,722
| -62% | -$943K | 0.23% | 47 |
|
|
2022
Q4 | $1.01M | Sell |
7,594
-120
| -2% | -$15.9K | 0.36% | 48 |
|
|
2022
Q3 | $1.11M | Sell |
7,714
-213
| -3% | -$30.6K | 0.4% | 46 |
|
|
2022
Q2 | $1.31M | Sell |
7,927
-319
| -4% | -$52.6K | 0.46% | 44 |
|
|
2022
Q1 | $1.75M | Sell |
8,246
-1,893
| -19% | -$402K | 0.46% | 47 |
|
|
2021
Q4 | $2.58M | Buy |
10,139
+3,073
| +43% | +$781K | 0.67% | 43 |
|
|
2021
Q3 | $1.92M | Buy |
7,066
+1,323
| +23% | +$359K | 0.61% | 47 |
|
|
2021
Q2 | $1.4M | Hold |
5,743
| – | – | 0.51% | 79 |
|
|
2021
Q1 | $1.22M | Hold |
5,743
| – | – | 0.53% | 87 |
|
|
2020
Q4 | $1.28M | Buy |
5,743
+1,436
| +33% | +$320K | 0.58% | 68 |
|
|
2020
Q3 | $1.08M | Sell |
4,307
-2,516
| -37% | -$632K | 0.74% | 22 |
|
|
2020
Q2 | $1.28M | Buy |
+6,823
| New | +$1.28M | 0.74% | 38 |
|