Certuity’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
6,738
-219
| -3% | -$59.8K | 0.17% | 87 |
|
|
2025
Q1 | $1.87M | Buy |
6,957
+59
| +0.9% | +$15.9K | 0.2% | 80 |
|
|
2024
Q4 | $2.31M | Sell |
6,898
-172
| -2% | -$57.5K | 0.25% | 70 |
|
|
2024
Q3 | $1.94M | Buy |
7,070
+160
| +2% | +$43.8K | 0.21% | 87 |
|
|
2024
Q2 | $1.78M | Buy |
6,910
+474
| +7% | +$122K | 0.14% | 89 |
|
|
2024
Q1 | $1.94M | Sell |
6,436
-1,317
| -17% | -$397K | 0.17% | 69 |
|
|
2023
Q4 | $2.04M | Buy |
7,753
+726
| +10% | +$191K | 0.21% | 66 |
|
|
2023
Q3 | $1.42M | Buy |
7,027
+1,681
| +31% | +$341K | 0.17% | 67 |
|
|
2023
Q2 | $1.13M | Buy |
5,346
+418
| +8% | +$88.3K | 0.13% | 80 |
|
|
2023
Q1 | $985K | Sell |
4,928
-142
| -3% | -$28.4K | 0.15% | 68 |
|
|
2022
Q4 | $672K | Buy |
5,070
+306
| +6% | +$40.6K | 0.11% | 88 |
|
|
2022
Q3 | $685K | Buy |
4,764
+224
| +5% | +$32.2K | 0.16% | 68 |
|
|
2022
Q2 | $749K | Sell |
4,540
-29
| -0.6% | -$4.78K | 0.2% | 63 |
|
|
2022
Q1 | $970K | Buy |
4,569
+956
| +26% | +$203K | 0.21% | 79 |
|
|
2021
Q4 | $918K | Sell |
3,613
-3,516
| -49% | -$893K | 0.2% | 75 |
|
|
2021
Q3 | $1.93M | Buy |
7,129
+590
| +9% | +$160K | 0.39% | 47 |
|
|
2021
Q2 | $1.6M | Buy |
6,539
+355
| +6% | +$86.7K | 0.37% | 49 |
|
|
2021
Q1 | $1.31M | Buy |
6,184
+1,348
| +28% | +$286K | 0.35% | 51 |
|
|
2020
Q4 | $1.08M | Buy |
4,836
+1,464
| +43% | +$326K | 0.35% | 47 |
|
|
2020
Q3 | $847K | Buy |
3,372
+1,460
| +76% | +$367K | 0.33% | 48 |
|
|
2020
Q2 | $358K | Buy |
+1,912
| New | +$358K | 0.17% | 87 |
|
|
2020
Q1 | – | Sell |
-1,466
| Closed | -$238K | – | 158 |
|
|
2019
Q4 | $238K | Buy |
+1,466
| New | +$238K | 0.11% | 143 |
|