Creekmur Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.8K | Buy |
333
+111
| +50% | +$30.3K | 0.02% | 277 |
|
|
2025
Q1 | $59.6K | Sell |
222
-43
| -16% | -$11.5K | 0.01% | 294 |
|
|
2024
Q4 | $88.6K | Sell |
265
-8
| -3% | -$2.68K | 0.02% | 163 |
|
|
2024
Q3 | $74.7K | Buy |
273
+32
| +13% | +$8.76K | 0.02% | 176 |
|
|
2024
Q2 | $62K | Sell |
241
-14
| -5% | -$3.6K | 0.02% | 231 |
|
|
2024
Q1 | $76.8K | Buy |
255
+121
| +90% | +$36.4K | 0.03% | 200 |
|
|
2023
Q4 | $35.3K | Buy |
+134
| New | +$35.3K | 0.01% | 348 |
|