Clifford Swan Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
1,026
+1
| +0.1% | +$273 | 0.01% | 272 |
|
|
2025
Q1 | $275K | Buy |
1,025
+12
| +1% | +$3.22K | 0.01% | 274 |
|
|
2024
Q4 | $339K | Hold |
1,013
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $277K | Hold |
1,013
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $260K | Sell |
1,013
-4
| -0.4% | -$1.03K | 0.01% | 273 |
|
|
2024
Q1 | $306K | Hold |
1,017
| – | – | 0.01% | 263 |
|
|
2023
Q4 | $268K | Hold |
1,017
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $206K | Hold |
1,017
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $215K | Hold |
1,017
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $203K | Buy |
+1,017
| New | +$203K | 0.01% | 290 |
|