CCM
Consolidated Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
1,316
+9
| +0.7% | +$2.46K | 0.13% | 35 |
|
|
2025
Q1 | $351K | Sell |
1,307
-206
| -14% | -$55.3K | 0.15% | 33 |
|
|
2024
Q4 | $506K | Buy |
1,513
+206
| +16% | +$68.9K | 0.22% | 28 |
|
|
2024
Q3 | $358K | Buy |
1,307
+4
| +0.3% | +$1.1K | 0.16% | 30 |
|
|
2024
Q2 | $335K | Sell |
1,303
-30
| -2% | -$7.71K | 0.16% | 34 |
|
|
2024
Q1 | $401K | Hold |
1,333
| – | – | 0.19% | 37 |
|
|
2023
Q4 | $351K | Sell |
1,333
-1
| -0.1% | -$263 | 0.19% | 38 |
|
|
2023
Q3 | $271K | Buy |
1,334
+6
| +0.5% | +$1.22K | 0.14% | 46 |
|
|
2023
Q2 | $281K | Sell |
1,328
-1
| -0.1% | -$211 | 0.14% | 45 |
|
|
2023
Q1 | $266K | Buy |
+1,329
| New | +$266K | 0.14% | 46 |
|
|
2022
Q3 | – | Sell |
-1,329
| Closed | -$219K | – | 58 |
|
|
2022
Q2 | $219K | Buy |
1,329
+4
| +0.3% | +$659 | 0.13% | 51 |
|
|
2022
Q1 | $281K | Buy |
1,325
+8
| +0.6% | +$1.7K | 0.13% | 44 |
|
|
2021
Q4 | $335K | Hold |
1,317
| – | – | 0.15% | 38 |
|
|
2021
Q3 | $357K | Hold |
1,317
| – | – | 0.17% | 36 |
|
|
2021
Q2 | $322K | Hold |
1,317
| – | – | 0.15% | 37 |
|
|
2021
Q1 | $279K | Buy |
1,317
+2
| +0.2% | +$424 | 0.14% | 37 |
|
|
2020
Q4 | $293K | Sell |
1,315
-106
| -7% | -$23.6K | 0.19% | 29 |
|
|
2020
Q3 | $357K | Buy |
1,421
+6
| +0.4% | +$1.51K | 0.19% | 29 |
|
|
2020
Q2 | $265K | Hold |
1,415
| – | – | 0.16% | 30 |
|
|
2020
Q1 | $204K | Buy |
+1,415
| New | +$204K | 0.16% | 31 |
|