Clear Creek Financial 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 | $407K | Buy |
1,494
+232
| +18% | +$63.3K | 0.04% | 378 |
|
|
2025
Q1 | $339K | Buy |
1,262
+175
| +16% | +$47K | 0.04% | 375 |
|
|
2024
Q4 | $364K | Buy |
+1,087
| New | +$364K | 0.04% | 349 |
|
|
2024
Q1 | – | Sell |
-1,207
| Closed | -$318K | – | 421 |
|
|
2023
Q4 | $318K | Buy |
1,207
+99
| +9% | +$26.1K | 0.05% | 257 |
|
|
2023
Q3 | $225K | Sell |
1,108
-26
| -2% | -$5.27K | 0.04% | 275 |
|
|
2023
Q2 | $240K | Sell |
1,134
-69
| -6% | -$14.6K | 0.04% | 276 |
|
|
2023
Q1 | $240K | Buy |
+1,203
| New | +$240K | 0.05% | 257 |
|
|
2022
Q2 | – | Sell |
-1,126
| Closed | -$239K | – | 320 |
|
|
2022
Q1 | $239K | Sell |
1,126
-164
| -13% | -$34.8K | 0.04% | 289 |
|
|
2021
Q4 | $328K | Buy |
+1,290
| New | +$328K | 0.05% | 237 |
|
|
2019
Q3 | – | Sell |
-4,320
| Closed | -$655K | – | 142 |
|
|
2019
Q2 | $655K | Buy |
+4,320
| New | +$655K | 0.28% | 53 |
|