Evergreen Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
35,778
+113
| +0.3% | +$30.9K | 0.29% | 92 |
|
|
2025
Q1 | $9.57M | Buy |
35,665
+486
| +1% | +$130K | 0.32% | 84 |
|
|
2024
Q4 | $11.8M | Buy |
35,179
+9,552
| +37% | +$3.2M | 0.38% | 71 |
|
|
2024
Q3 | $7.02M | Buy |
25,627
+1,727
| +7% | +$473K | 0.24% | 124 |
|
|
2024
Q2 | $6.14M | Sell |
23,900
-2,171
| -8% | -$558K | 0.22% | 124 |
|
|
2024
Q1 | $7.86M | Sell |
26,071
-744
| -3% | -$224K | 0.3% | 95 |
|
|
2023
Q4 | $7.06M | Sell |
26,815
-891
| -3% | -$234K | 0.29% | 100 |
|
|
2023
Q3 | $5.62M | Sell |
27,706
-3,107
| -10% | -$630K | 0.25% | 124 |
|
|
2023
Q2 | $6.51M | Sell |
30,813
-919
| -3% | -$194K | 0.27% | 111 |
|
|
2023
Q1 | $6.34M | Buy |
31,732
+7,050
| +29% | +$1.41M | 0.28% | 105 |
|
|
2022
Q4 | $3.27M | Sell |
24,682
-35,143
| -59% | -$4.66M | 0.15% | 160 |
|
|
2022
Q3 | $8.61M | Buy |
59,825
+46,691
| +355% | +$6.72M | 0.45% | 59 |
|
|
2022
Q2 | $2.17M | Sell |
13,134
-505
| -4% | -$83.4K | 0.11% | 196 |
|
|
2022
Q1 | $2.9M | Sell |
13,639
-2,314
| -15% | -$491K | 0.12% | 199 |
|
|
2021
Q4 | $4.05M | Sell |
15,953
-2,446
| -13% | -$622K | 0.16% | 155 |
|
|
2021
Q3 | $4.99M | Buy |
18,399
+853
| +5% | +$231K | 0.23% | 118 |
|
|
2021
Q2 | $4.29M | Buy |
17,546
+9,029
| +106% | +$2.21M | 0.2% | 124 |
|
|
2021
Q1 | $1.8M | Buy |
8,517
+2,340
| +38% | +$496K | 0.09% | 204 |
|
|
2020
Q4 | $1.38M | Buy |
6,177
+131
| +2% | +$29.2K | 0.08% | 201 |
|
|
2020
Q3 | $1.52M | Buy |
6,046
+85
| +1% | +$21.4K | 0.1% | 173 |
|
|
2020
Q2 | $1.12M | Buy |
5,961
+841
| +16% | +$158K | 0.08% | 182 |
|
|
2020
Q1 | $737K | Buy |
5,120
+3,319
| +184% | +$478K | 0.07% | 192 |
|
|
2019
Q4 | $293K | Sell |
1,801
-90
| -5% | -$14.6K | 0.02% | 358 |
|
|
2019
Q3 | $281K | Sell |
1,891
-392
| -17% | -$58.3K | 0.03% | 319 |
|
|
2019
Q2 | $346K | Buy |
2,283
+433
| +23% | +$65.6K | 0.03% | 288 |
|
|
2019
Q1 | $293K | Buy |
1,850
+36
| +2% | +$5.7K | 0.03% | 290 |
|
|
2018
Q4 | $248K | Buy |
1,814
+238
| +15% | +$32.5K | 0.03% | 307 |
|
|
2018
Q3 | $251K | Buy |
1,576
+21
| +1% | +$3.35K | 0.02% | 317 |
|
|
2018
Q2 | $212K | Buy |
+1,555
| New | +$212K | 0.02% | 330 |
|