CX Institutional’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Buy |
24,259
+18,474
| +319% | +$5.04M | 0.23% | 98 |
|
|
2025
Q1 | $1.55M | Sell |
5,785
-73
| -1% | -$19.6K | 0.06% | 219 |
|
|
2024
Q4 | $1.96M | Buy |
5,858
+221
| +4% | +$73.9K | 0.08% | 176 |
|
|
2024
Q3 | $1.54M | Buy |
5,637
+110
| +2% | +$30.1K | 0.07% | 222 |
|
|
2024
Q2 | $1.42M | Sell |
5,527
-37
| -0.7% | -$9.51K | 0.07% | 226 |
|
|
2024
Q1 | $1.68M | Sell |
5,564
-46
| -0.8% | -$13.9K | 0.08% | 207 |
|
|
2023
Q4 | $1.48M | Buy |
5,610
+197
| +4% | +$51.8K | 0.08% | 210 |
|
|
2023
Q3 | $1.1M | Sell |
5,413
-114
| -2% | -$23.1K | 0.06% | 239 |
|
|
2023
Q2 | $1.17M | Buy |
5,527
+359
| +7% | +$75.8K | 0.06% | 255 |
|
|
2023
Q1 | $1.02M | Buy |
5,168
+3,013
| +140% | +$594K | 0.05% | 273 |
|
|
2022
Q4 | $286K | Sell |
2,155
-1,295
| -38% | -$172K | 0.02% | 439 |
|
|
2022
Q3 | $496K | Sell |
3,450
-13,820
| -80% | -$1.99M | 0.03% | 334 |
|
|
2022
Q2 | $2.85M | Buy |
17,270
+8,306
| +93% | +$1.37M | 0.22% | 121 |
|
|
2022
Q1 | $1.9M | Buy |
8,964
+2,516
| +39% | +$534K | 0.15% | 160 |
|
|
2021
Q4 | $1.64M | Buy |
6,448
+4,945
| +329% | +$1.26M | 0.13% | 164 |
|
|
2021
Q3 | $408K | Buy |
1,503
+100
| +7% | +$27.1K | 0.03% | 283 |
|
|
2021
Q2 | $343K | Sell |
1,403
-6,857
| -83% | -$1.68M | 0.03% | 285 |
|
|
2021
Q1 | $1.75M | Buy |
8,260
+3,975
| +93% | +$842K | 0.16% | 167 |
|
|
2020
Q4 | $953K | Buy |
4,285
+3,505
| +449% | +$780K | 0.09% | 191 |
|
|
2020
Q3 | $196K | Buy |
780
+112
| +17% | +$28.1K | 0.02% | 263 |
|
|
2020
Q2 | $125K | Buy |
668
+549
| +461% | +$103K | 0.02% | 267 |
|
|
2020
Q1 | $17K | Sell |
119
-110
| -48% | -$15.7K | ﹤0.01% | 393 |
|
|
2019
Q4 | $37K | Hold |
229
| – | – | 0.01% | 305 |
|
|
2019
Q3 | $34K | Buy |
229
+18
| +9% | +$2.67K | 0.01% | 324 |
|
|
2019
Q2 | $32K | Buy |
211
+32
| +18% | +$4.85K | 0.01% | 356 |
|
|
2019
Q1 | $28K | Buy |
179
+145
| +426% | +$22.7K | ﹤0.01% | 374 |
|
|
2018
Q4 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 392 |
|