CGL
Clarius Group LLC’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
11,579
+128
| +1% | +$34.9K | 0.18% | 58 |
|
|
2025
Q1 | $3.07M | Buy |
11,451
+1,540
| +16% | +$413K | 0.19% | 59 |
|
|
2024
Q4 | $3.31M | Buy |
9,911
+163
| +2% | +$54.5K | 0.23% | 49 |
|
|
2024
Q3 | $2.66M | Sell |
9,748
-161
| -2% | -$44K | 0.19% | 56 |
|
|
2024
Q2 | $2.55M | Sell |
9,909
-352
| -3% | -$90.5K | 0.18% | 57 |
|
|
2024
Q1 | $3.09M | Sell |
10,261
-1,381
| -12% | -$416K | 0.21% | 52 |
|
|
2023
Q4 | $3.06M | Sell |
11,642
-977
| -8% | -$257K | 0.25% | 54 |
|
|
2023
Q3 | $2.56M | Sell |
12,619
-2,081
| -14% | -$422K | 0.24% | 53 |
|
|
2023
Q2 | $3.11M | Buy |
14,700
+760
| +5% | +$161K | 0.24% | 52 |
|
|
2023
Q1 | $2.78M | Sell |
13,940
-666
| -5% | -$133K | 0.24% | 53 |
|
|
2022
Q4 | $1.94M | Sell |
14,606
-389
| -3% | -$51.6K | 0.17% | 77 |
|
|
2022
Q3 | $2.16M | Buy |
14,995
+271
| +2% | +$39K | 0.22% | 60 |
|
|
2022
Q2 | $2.43M | Buy |
14,724
+410
| +3% | +$67.7K | 0.24% | 54 |
|
|
2022
Q1 | $3.64M | Hold |
14,314
| – | – | 0.29% | 44 |
|
|
2021
Q4 | $3.64M | Buy |
14,314
+388
| +3% | +$98.6K | 0.29% | 44 |
|
|
2021
Q3 | $3.78M | Buy |
13,926
+1,385
| +11% | +$376K | 0.34% | 34 |
|
|
2021
Q2 | $3.06M | Buy |
12,541
+146
| +1% | +$35.7K | 0.27% | 43 |
|
|
2021
Q1 | $2.63M | Buy |
12,395
+94
| +0.8% | +$19.9K | 0.26% | 45 |
|
|
2020
Q4 | $2.74M | Buy |
12,301
+1,937
| +19% | +$431K | 0.3% | 41 |
|
|
2020
Q3 | $2.61M | Buy |
10,364
+419
| +4% | +$105K | 0.33% | 36 |
|
|
2020
Q2 | $1.86M | Buy |
9,945
+652
| +7% | +$122K | 0.26% | 46 |
|
|
2020
Q1 | $1.34M | Buy |
9,293
+1,307
| +16% | +$188K | 0.25% | 52 |
|
|
2019
Q4 | $1.45M | Sell |
7,986
-22
| -0.3% | -$3.98K | 0.23% | 60 |
|
|
2019
Q3 | $1.19M | Buy |
8,008
+3,775
| +89% | +$560K | 0.22% | 64 |
|
|
2019
Q2 | $642K | Buy |
4,233
+542
| +15% | +$82.2K | 0.13% | 91 |
|
|
2019
Q1 | $585K | Buy |
3,691
+1,944
| +111% | +$308K | 0.14% | 88 |
|
|
2018
Q4 | $239K | Buy |
+1,747
| New | +$239K | 0.09% | 105 |
|