De Burlo Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
13,219
-1,395
| -10% | -$380K | 0.47% | 41 |
|
|
2025
Q1 | $3.92M | Sell |
14,614
-950
| -6% | -$255K | 0.58% | 39 |
|
|
2024
Q4 | $5.2M | Sell |
15,564
-600
| -4% | -$201K | 0.69% | 35 |
|
|
2024
Q3 | $4.42M | Sell |
16,164
-260
| -2% | -$71.2K | 0.54% | 41 |
|
|
2024
Q2 | $4.22M | Sell |
16,424
-4,720
| -22% | -$1.21M | 0.57% | 38 |
|
|
2024
Q1 | $6.37M | Sell |
21,144
-2,835
| -12% | -$854K | 0.85% | 32 |
|
|
2023
Q4 | $4.86M | Hold |
23,979
| – | – | 0.84% | 33 |
|
|
2023
Q3 | $4.86M | Sell |
23,979
-550
| -2% | -$112K | 0.84% | 33 |
|
|
2023
Q2 | $5.18M | Sell |
24,529
-550
| -2% | -$116K | 0.86% | 36 |
|
|
2023
Q1 | $5.01M | Sell |
25,079
-1,075
| -4% | -$215K | 0.98% | 34 |
|
|
2022
Q4 | $3.47M | Sell |
26,154
-250
| -0.9% | -$33.1K | 0.77% | 32 |
|
|
2022
Q3 | $3.8M | Buy |
+26,404
| New | +$3.8M | 0.9% | 31 |
|
|
2022
Q2 | – | Sell |
-27,307
| Closed | -$5.8M | – | 113 |
|
|
2022
Q1 | $5.8M | Sell |
27,307
-3,050
| -10% | -$648K | 1.08% | 27 |
|
|
2021
Q4 | $7.72M | Sell |
30,357
-500
| -2% | -$127K | 1.12% | 33 |
|
|
2021
Q3 | $8.37M | Buy |
30,857
+50
| +0.2% | +$13.6K | 1.36% | 29 |
|
|
2021
Q2 | $7.53M | Sell |
30,807
-350
| -1% | -$85.5K | 1.2% | 31 |
|
|
2021
Q1 | $6.6M | Sell |
31,157
-18,000
| -37% | -$3.81M | 1.18% | 31 |
|
|
2020
Q4 | $10.9M | Sell |
49,157
-25,510
| -34% | -$5.68M | 1.79% | 23 |
|
|
2020
Q3 | $18.8M | Sell |
74,667
-46,803
| -39% | -$11.8M | 3.41% | 7 |
|
|
2020
Q2 | $17.5M | Hold |
121,470
| – | – | 4.9% | 5 |
|
|
2020
Q1 | $17.5M | Buy |
121,470
+62,670
| +107% | +$9.02M | 4.9% | 5 |
|
|
2019
Q4 | $9.56M | Buy |
58,800
+27,350
| +87% | +$4.45M | 1.93% | 22 |
|
|
2019
Q3 | $4.67M | Sell |
31,450
-200
| -0.6% | -$29.7K | 1.05% | 29 |
|
|
2019
Q2 | $4.8M | Sell |
31,650
-101,950
| -76% | -$15.5M | 0.94% | 37 |
|
|
2019
Q1 | $21.2M | Buy |
133,600
+54,500
| +69% | +$8.63M | 4.27% | 1 |
|
|
2018
Q4 | $10.8M | Sell |
79,100
-59,300
| -43% | -$8.12M | 2.43% | 13 |
|
|
2018
Q3 | $22M | Sell |
138,400
-10,000
| -7% | -$1.59M | 4.13% | 2 |
|
|
2018
Q2 | $20.2M | Sell |
148,400
-16,400
| -10% | -$2.24M | 4.28% | 2 |
|
|
2018
Q1 | $19.2M | Buy |
164,800
+8,300
| +5% | +$965K | 4.17% | 3 |
|
|
2017
Q4 | $16M | Sell |
156,500
-15,750
| -9% | -$1.61M | 3.24% | 5 |
|
|
2017
Q3 | $16.1M | Sell |
172,250
-200
| -0.1% | -$18.7K | 3.57% | 3 |
|
|
2017
Q2 | $14.9M | Buy |
172,450
+164,100
| +1,965% | +$14.2M | 3.33% | 5 |
|
|
2017
Q1 | $688K | Sell |
8,350
-300
| -3% | -$24.7K | 0.15% | 73 |
|
|
2016
Q4 | $592K | Sell |
8,650
-22,200
| -72% | -$1.52M | 0.14% | 75 |
|
|
2016
Q3 | $2.2M | Sell |
30,850
-64,300
| -68% | -$4.59M | 0.61% | 61 |
|
|
2016
Q2 | $7.56M | Buy |
95,150
+64,400
| +209% | +$5.11M | 1.83% | 20 |
|
|
2016
Q1 | $2.27M | Sell |
30,750
-72,000
| -70% | -$5.32M | 0.66% | 52 |
|
|
2015
Q4 | $8.06M | Sell |
102,750
-7,200
| -7% | -$564K | 1.9% | 19 |
|
|
2015
Q3 | $7.63M | Sell |
109,950
-100
| -0.1% | -$6.94K | 1.79% | 22 |
|
|
2015
Q2 | $7.66M | Buy |
110,050
+8,800
| +9% | +$613K | 1.6% | 25 |
|
|
2015
Q1 | $6.76M | Buy |
101,250
+14,900
| +17% | +$995K | 1.34% | 33 |
|
|
2014
Q4 | $5.12M | Buy |
86,350
+21,750
| +34% | +$1.29M | 1.04% | 45 |
|
|
2014
Q3 | $3.72M | Buy |
+64,600
| New | +$3.72M | 0.82% | 46 |
|