Douglas Lane & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55M | Buy |
201,589
+52,956
| +36% | +$14.4M | 0.8% | 47 |
|
|
2025
Q1 | $39.9M | Buy |
148,633
+5,892
| +4% | +$1.58M | 0.59% | 69 |
|
|
2024
Q4 | $47.7M | Buy |
142,741
+52,104
| +57% | +$17.4M | 0.67% | 56 |
|
|
2024
Q3 | $24.8M | Buy |
+90,637
| New | +$24.8M | 0.34% | 95 |
|
|
2022
Q2 | – | Sell |
-1,021
| Closed | -$217K | – | 217 |
|
|
2022
Q1 | $217K | Sell |
1,021
-44
| -4% | -$9.35K | ﹤0.01% | 218 |
|
|
2021
Q4 | $271K | Buy |
1,065
+150
| +16% | +$38.2K | ﹤0.01% | 210 |
|
|
2021
Q3 | $248K | Buy |
915
+84
| +10% | +$22.8K | ﹤0.01% | 207 |
|
|
2021
Q2 | $203K | Buy |
+831
| New | +$203K | ﹤0.01% | 223 |
|
|
2020
Q4 | – | Sell |
-856
| Closed | -$215K | – | 216 |
|
|
2020
Q3 | $215K | Buy |
+856
| New | +$215K | ﹤0.01% | 192 |
|