Childress Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
2,704
+218
| +9% | +$59.5K | 0.19% | 86 |
|
|
2025
Q1 | $667K | Sell |
2,486
-50
| -2% | -$13.4K | 0.19% | 76 |
|
|
2024
Q4 | $848K | Buy |
2,536
+154
| +6% | +$51.5K | 0.24% | 63 |
|
|
2024
Q3 | $652K | Buy |
2,382
+143
| +6% | +$39.1K | 0.18% | 84 |
|
|
2024
Q2 | $576K | Sell |
2,239
-113
| -5% | -$29.1K | 0.16% | 89 |
|
|
2024
Q1 | $708K | Buy |
2,352
+90
| +4% | +$27.1K | 0.21% | 74 |
|
|
2023
Q4 | $595K | Sell |
2,262
-272
| -11% | -$71.6K | 0.18% | 77 |
|
|
2023
Q3 | $514K | Buy |
+2,534
| New | +$514K | 0.17% | 85 |
|
|
2023
Q2 | – | Sell |
-1,515
| Closed | -$303K | – | 82 |
|
|
2023
Q1 | $303K | Sell |
1,515
-523
| -26% | -$104K | 0.13% | 62 |
|
|
2022
Q4 | $270K | Buy |
2,038
+291
| +17% | +$38.6K | 0.09% | 147 |
|
|
2022
Q3 | $263K | Sell |
1,747
-239
| -12% | -$36K | 0.1% | 136 |
|
|
2022
Q2 | $328K | Sell |
1,986
-354
| -15% | -$58.5K | 0.13% | 114 |
|
|
2022
Q1 | $496K | Buy |
2,340
+414
| +21% | +$87.8K | 0.17% | 98 |
|
|
2021
Q4 | $489K | Buy |
1,926
+63
| +3% | +$16K | 0.2% | 86 |
|
|
2021
Q3 | $505K | Sell |
1,863
-26
| -1% | -$7.05K | 0.21% | 92 |
|
|
2021
Q2 | $461K | Buy |
1,889
+249
| +15% | +$60.8K | 0.21% | 83 |
|
|
2021
Q1 | $347K | Buy |
1,640
+962
| +142% | +$204K | 0.16% | 117 |
|
|
2020
Q4 | $151K | Buy |
+678
| New | +$151K | 0.09% | 113 |
|