Cornercap 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 | $1.21M | Sell |
4,455
-111
| -2% | -$30.3K | 0.63% | 84 |
|
2025
Q1 | $1.23M | Sell |
4,566
-60
| -1% | -$16.1K | 0.64% | 80 |
|
2024
Q4 | $1.55M | Sell |
4,626
-181
| -4% | -$60.5K | 0.5% | 44 |
|
2024
Q3 | $1.32M | Sell |
4,807
-3,745
| -44% | -$1.03M | 0.39% | 82 |
|
2024
Q2 | $2.2M | Sell |
8,552
-178
| -2% | -$45.8K | 0.36% | 56 |
|
2024
Q1 | $2.63M | Sell |
8,730
-1,739
| -17% | -$524K | 0.4% | 45 |
|
2023
Q4 | $2.75M | Buy |
10,469
+122
| +1% | +$32.1K | 0.45% | 25 |
|
2023
Q3 | $2.1M | Buy |
10,347
+338
| +3% | +$68.5K | 0.38% | 58 |
|
2023
Q2 | $2.11M | Buy |
+10,009
| New | +$2.11M | 0.37% | 61 |
|