Crumly & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Sell |
2,189
-39
| -2% | -$10.6K | 0.15% | 87 |
|
|
2025
Q1 | $598K | Buy |
2,228
+51
| +2% | +$13.7K | 0.17% | 86 |
|
|
2024
Q4 | $728K | Sell |
2,177
-67
| -3% | -$22.4K | 0.2% | 75 |
|
|
2024
Q3 | $614K | Buy |
2,244
+10
| +0.4% | +$2.74K | 0.17% | 81 |
|
|
2024
Q2 | $574K | Buy |
2,234
+37
| +2% | +$9.51K | 0.17% | 84 |
|
|
2024
Q1 | $662K | Sell |
2,197
-9
| -0.4% | -$2.71K | 0.17% | 75 |
|
|
2023
Q4 | $580K | Buy |
2,206
+659
| +43% | +$173K | 0.17% | 74 |
|
|
2023
Q3 | $314K | Buy |
1,547
+139
| +10% | +$28.2K | 0.12% | 94 |
|
|
2023
Q2 | $297K | Buy |
+1,408
| New | +$297K | 0.12% | 97 |
|
|
2022
Q4 | – | Sell |
-2,557
| Closed | -$368K | – | 101 |
|
|
2022
Q3 | $368K | Buy |
2,557
+55
| +2% | +$7.92K | 0.15% | 80 |
|
|
2022
Q2 | $413K | Buy |
2,502
+305
| +14% | +$50.3K | 0.17% | 73 |
|
|
2022
Q1 | $466K | Buy |
2,197
+124
| +6% | +$26.3K | 0.17% | 75 |
|
|
2021
Q4 | $441K | Sell |
2,073
-360
| -15% | -$76.6K | 0.17% | 74 |
|
|
2021
Q3 | $660K | Sell |
2,433
-148
| -6% | -$40.1K | 0.31% | 56 |
|
|
2021
Q2 | $630K | Buy |
2,581
+19
| +0.7% | +$4.64K | 0.31% | 53 |
|
|
2021
Q1 | $543K | Buy |
2,562
+883
| +53% | +$187K | 0.32% | 44 |
|
|
2020
Q4 | $379K | Buy |
1,679
+585
| +53% | +$132K | 0.27% | 45 |
|
|
2020
Q3 | $275K | Sell |
1,094
-120
| -10% | -$30.2K | 0.24% | 41 |
|
|
2020
Q2 | $227K | Buy |
+1,214
| New | +$227K | 0.21% | 44 |
|