CSS LLC’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $153K | Sell |
560
-340
| -38% | -$92.7K | 0.01% | 555 |
|
2025
Q1 | $242K | Sell |
900
-320
| -26% | -$85.9K | 0.01% | 480 |
|
2024
Q4 | $408K | Sell |
1,220
-2,980
| -71% | -$996K | 0.02% | 423 |
|
2024
Q3 | $1.15M | Buy |
4,200
+3,200
| +320% | +$876K | 0.05% | 212 |
|
2024
Q2 | $257K | Hold |
1,000
| – | – | 0.01% | 416 |
|
2024
Q1 | $301K | Sell |
1,000
-1,000
| -50% | -$301K | 0.02% | 403 |
|
2023
Q4 | $526K | Buy |
+2,000
| New | +$526K | 0.03% | 270 |
|
2023
Q1 | – | Sell |
-4,929
| Closed | -$654K | – | 605 |
|
2022
Q4 | $654K | Buy |
4,929
+1,009
| +26% | +$134K | 0.04% | 264 |
|
2022
Q3 | $564K | Buy |
3,920
+1,366
| +53% | +$197K | 0.03% | 369 |
|
2022
Q2 | $422K | Buy |
+2,554
| New | +$422K | 0.02% | 491 |
|
2020
Q4 | – | Sell |
-800
| Closed | -$201K | – | 607 |
|
2020
Q3 | $201K | Buy |
+800
| New | +$201K | 0.01% | 354 |
|
2018
Q2 | – | Hold |
0
| – | – | – | 432 |
|
2018
Q1 | – | Sell |
-5,629
| Closed | -$575K | – | 435 |
|
2017
Q4 | $575K | Buy |
5,629
+1,300
| +30% | +$133K | 0.03% | 247 |
|
2017
Q3 | $404K | Sell |
4,329
-1,200
| -22% | -$112K | 0.02% | 292 |
|
2017
Q2 | $479K | Buy |
5,529
+3,989
| +259% | +$346K | 0.02% | 269 |
|
2017
Q1 | $127K | Buy |
1,540
+983
| +176% | +$81.1K | 0.01% | 410 |
|
2016
Q4 | $38K | Buy |
+557
| New | +$38K | ﹤0.01% | 483 |
|
2015
Q4 | – | Sell |
-28,700
| Closed | -$1.99M | – | 492 |
|
2015
Q3 | $1.99M | Hold |
28,700
| – | – | 0.12% | 116 |
|
2015
Q2 | $2M | Buy |
+28,700
| New | +$2M | 0.09% | 139 |
|
2014
Q4 | – | Sell |
-34,687
| Closed | -$2M | – | 588 |
|
2014
Q3 | $2M | Sell |
34,687
-29,000
| -46% | -$1.67M | 0.1% | 144 |
|
2014
Q2 | $3.7M | Buy |
63,687
+19,567
| +44% | +$1.14M | 0.15% | 87 |
|
2014
Q1 | $2.52M | Buy |
+44,120
| New | +$2.52M | 0.13% | 111 |
|