CC
Courier Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
12,265
+107
| +0.9% | +$29.2K | 0.2% | 110 |
|
|
2025
Q1 | $3.26M | Sell |
12,158
-837
| -6% | -$225K | 0.21% | 112 |
|
|
2024
Q4 | $4.34M | Sell |
12,995
-275
| -2% | -$91.9K | 0.3% | 84 |
|
|
2024
Q3 | $3.63M | Buy |
13,270
+337
| +3% | +$92.2K | 0.25% | 89 |
|
|
2024
Q2 | $3.33M | Buy |
12,933
+212
| +2% | +$54.5K | 0.26% | 79 |
|
|
2024
Q1 | $3.83M | Sell |
12,721
-81
| -0.6% | -$24.4K | 0.28% | 82 |
|
|
2023
Q4 | $3.37M | Buy |
12,802
+172
| +1% | +$45.3K | 0.26% | 85 |
|
|
2023
Q3 | $2.56M | Buy |
12,630
+1,948
| +18% | +$395K | 0.21% | 101 |
|
|
2023
Q2 | $2.26M | Buy |
10,682
+31
| +0.3% | +$6.55K | 0.18% | 117 |
|
|
2023
Q1 | $2.13M | Sell |
10,651
-161
| -1% | -$32.2K | 0.24% | 86 |
|
|
2022
Q4 | $1.43M | Sell |
10,812
-25
| -0.2% | -$3.32K | 0.17% | 103 |
|
|
2022
Q3 | $1.56M | Sell |
10,837
-385
| -3% | -$55.4K | 0.19% | 101 |
|
|
2022
Q2 | $1.85M | Sell |
11,222
-620
| -5% | -$102K | 0.22% | 98 |
|
|
2022
Q1 | $2.51M | Sell |
11,842
-1,185
| -9% | -$252K | 0.25% | 84 |
|
|
2021
Q4 | $3.31M | Sell |
13,027
-536
| -4% | -$136K | 0.31% | 76 |
|
|
2021
Q3 | $3.68M | Buy |
13,563
+327
| +2% | +$88.7K | 0.35% | 66 |
|
|
2021
Q2 | $3.23M | Sell |
13,236
-152
| -1% | -$37.1K | 0.31% | 75 |
|
|
2021
Q1 | $2.84M | Buy |
13,388
+101
| +0.8% | +$21.4K | 0.29% | 77 |
|
|
2020
Q4 | $2.96M | Buy |
13,287
+350
| +3% | +$77.9K | 0.32% | 69 |
|
|
2020
Q3 | $3.37M | Sell |
12,937
-1,290
| -9% | -$336K | 0.4% | 59 |
|
|
2020
Q2 | $2.74M | Sell |
14,227
-584
| -4% | -$112K | 0.35% | 63 |
|
|
2020
Q1 | $2.23M | Sell |
14,811
-1,165
| -7% | -$175K | 0.33% | 72 |
|
|
2019
Q4 | $2.87M | Sell |
15,976
-424
| -3% | -$76.1K | 0.34% | 69 |
|
|
2019
Q3 | $2.41M | Buy |
16,400
+200
| +1% | +$29.4K | 0.31% | 77 |
|
|
2019
Q2 | $2.46M | Hold |
16,200
| – | – | 0.31% | 71 |
|
|
2019
Q1 | $2.57M | Hold |
16,200
| – | – | 0.33% | 70 |
|
|
2018
Q4 | $2.22M | Sell |
16,200
-100
| -0.6% | -$13.7K | 0.33% | 71 |
|
|
2018
Q3 | $2.59M | Sell |
16,300
-250
| -2% | -$39.8K | 0.32% | 76 |
|
|
2018
Q2 | $2.26M | Buy |
16,550
+200
| +1% | +$27.3K | 0.29% | 83 |
|
|
2018
Q1 | $1.9M | Buy |
+16,350
| New | +$1.9M | 0.25% | 88 |
|