CFMC
Curbstone Financial Management Corp’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,976
+350
| +10% | +$95.4K | 0.22% | 101 |
|
|
2025
Q1 | $973K | Hold |
3,626
| – | – | 0.21% | 110 |
|
|
2024
Q4 | $1.21M | Sell |
3,626
-50
| -1% | -$16.7K | 0.26% | 96 |
|
|
2024
Q3 | $1.01M | Buy |
3,676
+10
| +0.3% | +$2.74K | 0.22% | 110 |
|
|
2024
Q2 | $943K | Hold |
3,666
| – | – | 0.2% | 108 |
|
|
2024
Q1 | $1.1M | Sell |
3,666
-50
| -1% | -$15.1K | 0.24% | 103 |
|
|
2023
Q4 | $978K | Hold |
3,716
| – | – | 0.22% | 105 |
|
|
2023
Q3 | $754K | Sell |
3,716
-100
| -3% | -$20.3K | 0.19% | 118 |
|
|
2023
Q2 | $806K | Buy |
3,816
+60
| +2% | +$12.7K | 0.19% | 115 |
|
|
2023
Q1 | $750K | Hold |
3,756
| – | – | 0.18% | 120 |
|
|
2022
Q4 | $498K | Sell |
3,756
-250
| -6% | -$33.1K | 0.12% | 156 |
|
|
2022
Q3 | $576K | Hold |
4,006
| – | – | 0.14% | 141 |
|
|
2022
Q2 | $661K | Sell |
4,006
-1,250
| -24% | -$206K | 0.15% | 135 |
|
|
2022
Q1 | $1.12M | Hold |
5,256
| – | – | 0.21% | 110 |
|
|
2021
Q4 | $1.34M | Hold |
5,256
| – | – | 0.24% | 99 |
|
|
2021
Q3 | $1.43M | Hold |
5,256
| – | – | 0.27% | 92 |
|
|
2021
Q2 | $1.28M | Hold |
5,256
| – | – | 0.24% | 103 |
|
|
2021
Q1 | $1.11M | Sell |
5,256
-86
| -2% | -$18.2K | 0.22% | 107 |
|
|
2020
Q4 | $1.19M | Hold |
5,342
| – | – | 0.25% | 95 |
|
|
2020
Q3 | $1.34M | Hold |
5,342
| – | – | 0.32% | 77 |
|
|
2020
Q2 | $1M | Buy |
+5,342
| New | +$1M | 0.26% | 93 |
|