Chickasaw Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.5M | Sell |
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|
2025
Q2 | $2.15M | Sell |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $2.25M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.53M | Buy |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.5M | Hold |
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|
2023
Q2 | $1.56M | Hold |
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|
2023
Q1 | $1.48M | Hold |
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|
2022
Q4 | $979K | Sell |
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|
2022
Q3 | $1.11M | Hold |
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|
2022
Q2 | $1.27M | Hold |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $2.05M | Sell |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.2M | Buy |
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