Chickasaw Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
7,900
-80
| -1% | -$21.8K | 0.09% | 43 |
|
|
2025
Q1 | $2.14M | Sell |
7,980
-185
| -2% | -$49.7K | 0.08% | 39 |
|
|
2024
Q4 | $2.73M | Sell |
8,165
-70
| -0.9% | -$23.4K | 0.11% | 35 |
|
|
2024
Q3 | $2.25M | Sell |
8,235
-60
| -0.7% | -$16.4K | 0.1% | 38 |
|
|
2024
Q2 | $2.13M | Sell |
8,295
-105
| -1% | -$27K | 0.09% | 38 |
|
|
2024
Q1 | $2.53M | Buy |
8,400
+85
| +1% | +$25.6K | 0.12% | 37 |
|
|
2023
Q4 | $2.19M | Buy |
8,315
+931
| +13% | +$245K | 0.11% | 37 |
|
|
2023
Q3 | $1.5M | Hold |
7,384
| – | – | 0.08% | 44 |
|
|
2023
Q2 | $1.56M | Hold |
7,384
| – | – | 0.09% | 44 |
|
|
2023
Q1 | $1.48M | Hold |
7,384
| – | – | 0.08% | 44 |
|
|
2022
Q4 | $979K | Sell |
7,384
-305
| -4% | -$40.4K | 0.05% | 51 |
|
|
2022
Q3 | $1.11M | Hold |
7,689
| – | – | 0.06% | 46 |
|
|
2022
Q2 | $1.27M | Hold |
7,689
| – | – | 0.07% | 45 |
|
|
2022
Q1 | $1.63M | Sell |
7,689
-370
| -5% | -$78.6K | 0.07% | 46 |
|
|
2021
Q4 | $2.05M | Sell |
8,059
-545
| -6% | -$138K | 0.1% | 41 |
|
|
2021
Q3 | $2.33M | Buy |
8,604
+2,995
| +53% | +$812K | 0.11% | 38 |
|
|
2021
Q2 | $1.37M | Buy |
5,609
+125
| +2% | +$30.5K | 0.06% | 47 |
|
|
2021
Q1 | $1.16M | Buy |
5,484
+112
| +2% | +$23.7K | 0.06% | 49 |
|
|
2020
Q4 | $1.2M | Buy |
+5,372
| New | +$1.2M | 0.07% | 47 |
|