Consolidated Investment Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Hold |
19,325
| – | – | 0.71% | 31 |
|
|
2025
Q1 | $5.19M | Sell |
19,325
-775
| -4% | -$208K | 0.79% | 30 |
|
|
2024
Q4 | $6.72M | Sell |
20,100
-3,100
| -13% | -$1.04M | 0.94% | 24 |
|
|
2024
Q3 | $6.35M | Hold |
23,200
| – | – | 0.94% | 25 |
|
|
2024
Q2 | $5.96M | Hold |
23,200
| – | – | 0.92% | 24 |
|
|
2024
Q1 | $6.99M | Hold |
23,200
| – | – | 1.13% | 22 |
|
|
2023
Q4 | $6.11M | Sell |
23,200
-4,400
| -16% | -$1.16M | 1.08% | 25 |
|
|
2023
Q3 | $5.6M | Hold |
27,600
| – | – | 1.08% | 25 |
|
|
2023
Q2 | $5.83M | Hold |
27,600
| – | – | 1.04% | 24 |
|
|
2023
Q1 | $5.51M | Hold |
27,600
| – | – | 1.08% | 24 |
|
|
2022
Q4 | $3.66M | Hold |
27,600
| – | – | 0.78% | 40 |
|
|
2022
Q3 | $3.97M | Hold |
27,600
| – | – | 0.86% | 32 |
|
|
2022
Q2 | $4.56M | Hold |
27,600
| – | – | 0.87% | 31 |
|
|
2022
Q1 | $5.86M | Hold |
27,600
| – | – | 0.96% | 28 |
|
|
2021
Q4 | $7.01M | Hold |
27,600
| – | – | 1.11% | 25 |
|
|
2021
Q3 | $7.49M | Hold |
27,600
| – | – | 1.17% | 20 |
|
|
2021
Q2 | $6.74M | Buy |
27,600
+9,200
| +50% | +$2.25M | 1.12% | 22 |
|
|
2021
Q1 | $3.9M | Hold |
18,400
| – | – | 0.86% | 36 |
|
|
2020
Q4 | $4.1M | Buy |
18,400
+6,100
| +50% | +$1.36M | 1.07% | 29 |
|
|
2020
Q3 | $3.09M | Hold |
12,300
| – | – | 1.04% | 30 |
|
|
2020
Q2 | $2.3M | Buy |
12,300
+1,700
| +16% | +$318K | 0.87% | 36 |
|
|
2020
Q1 | $1.53M | Buy |
+10,600
| New | +$1.53M | 0.67% | 40 |
|