Diligent Investors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
4,283
| – | – | 0.28% | 103 |
|
|
2025
Q1 | $1.15M | Buy |
4,283
+101
| +2% | +$27.1K | 0.28% | 101 |
|
|
2024
Q4 | $1.4M | Hold |
4,182
| – | – | 0.32% | 80 |
|
|
2024
Q3 | $1.14M | Buy |
4,182
+76
| +2% | +$20.8K | 0.27% | 108 |
|
|
2024
Q2 | $1.06M | Buy |
4,106
+45
| +1% | +$11.6K | 0.26% | 110 |
|
|
2024
Q1 | $1.22M | Sell |
4,061
-160
| -4% | -$48.2K | 0.31% | 94 |
|
|
2023
Q4 | $1.11M | Sell |
4,221
-507
| -11% | -$133K | 0.31% | 91 |
|
|
2023
Q3 | $959K | Sell |
4,728
-150
| -3% | -$30.4K | 0.29% | 93 |
|
|
2023
Q2 | $1.03M | Hold |
4,878
| – | – | 0.3% | 84 |
|
|
2023
Q1 | $975K | Sell |
4,878
-125
| -2% | -$25K | 0.3% | 83 |
|
|
2022
Q4 | $663K | Buy |
5,003
+1,172
| +31% | +$155K | 0.22% | 114 |
|
|
2022
Q3 | $551K | Buy |
3,831
+135
| +4% | +$19.4K | 0.2% | 123 |
|
|
2022
Q2 | $610K | Buy |
3,696
+10
| +0.3% | +$1.65K | 0.21% | 117 |
|
|
2022
Q1 | $783K | Buy |
3,686
+142
| +4% | +$30.2K | 0.23% | 106 |
|
|
2021
Q4 | $901K | Sell |
3,544
-535
| -13% | -$136K | 0.25% | 91 |
|
|
2021
Q3 | $996K | Hold |
4,079
| – | – | 0.34% | 74 |
|
|
2021
Q2 | $996K | Buy |
4,079
+60
| +1% | +$14.7K | 0.34% | 74 |
|
|
2021
Q1 | $852K | Buy |
+4,019
| New | +$852K | 0.31% | 83 |
|