Cooper Financial 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 | $2.13M | Buy |
7,804
+563
| +8% | +$154K | 0.25% | 72 |
|
|
2025
Q1 | $1.94M | Buy |
7,241
+668
| +10% | +$179K | 0.26% | 81 |
|
|
2024
Q4 | $2.2M | Buy |
6,573
+262
| +4% | +$87.6K | 0.26% | 63 |
|
|
2024
Q3 | $1.73M | Buy |
6,311
+166
| +3% | +$45.4K | 0.22% | 79 |
|
|
2024
Q2 | $1.58M | Sell |
6,145
-398
| -6% | -$102K | 0.23% | 81 |
|
|
2024
Q1 | $1.97M | Buy |
6,543
+503
| +8% | +$151K | 0.32% | 58 |
|
|
2023
Q4 | $1.59M | Buy |
6,040
+1,322
| +28% | +$348K | 0.29% | 65 |
|
|
2023
Q3 | $957K | Sell |
4,718
-205
| -4% | -$41.6K | 0.23% | 107 |
|
|
2023
Q2 | $1.04M | Buy |
4,923
+736
| +18% | +$155K | 0.26% | 92 |
|
|
2023
Q1 | $836K | Buy |
4,187
+764
| +22% | +$153K | 0.23% | 110 |
|
|
2022
Q4 | $454K | Buy |
3,423
+218
| +7% | +$28.9K | 0.14% | 158 |
|
|
2022
Q3 | $461K | Buy |
3,205
+191
| +6% | +$27.5K | 0.17% | 132 |
|
|
2022
Q2 | $497K | Buy |
3,014
+809
| +37% | +$133K | 0.18% | 127 |
|
|
2022
Q1 | $468K | Buy |
2,205
+237
| +12% | +$50.3K | 0.18% | 117 |
|
|
2021
Q4 | $500K | Sell |
1,968
-537
| -21% | -$136K | 0.19% | 115 |
|
|
2021
Q3 | $679K | Buy |
2,505
+132
| +6% | +$35.8K | 0.14% | 104 |
|
|
2021
Q2 | $580K | Sell |
2,373
-135
| -5% | -$33K | 0.12% | 108 |
|
|
2021
Q1 | $531K | Sell |
2,508
-1,325
| -35% | -$281K | 0.12% | 118 |
|
|
2020
Q4 | $853K | Buy |
3,833
+2,402
| +168% | +$535K | 0.17% | 98 |
|
|
2020
Q3 | $360K | Buy |
1,431
+168
| +13% | +$42.3K | 0.1% | 134 |
|
|
2020
Q2 | $237K | Sell |
1,263
-480
| -28% | -$90.1K | 0.08% | 161 |
|
|
2020
Q1 | $251K | Buy |
1,743
+170
| +11% | +$24.5K | 0.1% | 122 |
|
|
2019
Q4 | $256K | Sell |
1,573
-189
| -11% | -$30.8K | 0.1% | 127 |
|
|
2019
Q3 | $262K | Buy |
+1,762
| New | +$262K | 0.12% | 111 |
|