ECM
Exchange Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
39,104
-797
| -2% | -$217K | 1.59% | 15 |
|
|
2025
Q1 | $10.7M | Sell |
39,901
-666
| -2% | -$179K | 1.74% | 10 |
|
|
2024
Q4 | $13.6M | Sell |
40,567
-563
| -1% | -$188K | 2.15% | 7 |
|
|
2024
Q3 | $11.3M | Sell |
41,130
-2,061
| -5% | -$564K | 1.79% | 11 |
|
|
2024
Q2 | $11.1M | Sell |
43,191
-1,888
| -4% | -$485K | 1.81% | 10 |
|
|
2024
Q1 | $13.6M | Sell |
45,079
-646
| -1% | -$195K | 2.21% | 7 |
|
|
2023
Q4 | $12M | Sell |
45,725
-775
| -2% | -$204K | 2.16% | 8 |
|
|
2023
Q3 | $9.43M | Sell |
46,500
-841
| -2% | -$171K | 1.78% | 11 |
|
|
2023
Q2 | $10M | Buy |
47,341
+688
| +1% | +$145K | 1.86% | 13 |
|
|
2023
Q1 | $9.32M | Buy |
46,653
+195
| +0.4% | +$39K | 1.89% | 10 |
|
|
2022
Q4 | $6.16M | Buy |
46,458
+309
| +0.7% | +$41K | 1.35% | 19 |
|
|
2022
Q3 | $6.64M | Buy |
46,149
+2,209
| +5% | +$318K | 1.54% | 16 |
|
|
2022
Q2 | $7.25M | Buy |
43,940
+2,139
| +5% | +$353K | 1.58% | 15 |
|
|
2022
Q1 | $8.88M | Buy |
41,801
+6,335
| +18% | +$1.35M | 1.66% | 13 |
|
|
2021
Q4 | $9.01M | Buy |
35,466
+520
| +1% | +$132K | 1.64% | 12 |
|
|
2021
Q3 | $9.48M | Sell |
34,946
-141
| -0.4% | -$38.2K | 1.84% | 11 |
|
|
2021
Q2 | $8.57M | Buy |
35,087
+1,270
| +4% | +$310K | 1.64% | 12 |
|
|
2021
Q1 | $7.17M | Buy |
33,817
+3,532
| +12% | +$748K | 1.48% | 15 |
|
|
2020
Q4 | $6.74M | Buy |
30,285
+1,207
| +4% | +$269K | 1.5% | 17 |
|
|
2020
Q3 | $7.31M | Buy |
29,078
+98
| +0.3% | +$24.6K | 1.85% | 10 |
|
|
2020
Q2 | $5.43M | Sell |
28,980
-649
| -2% | -$122K | 1.51% | 19 |
|
|
2020
Q1 | $4.27M | Sell |
29,629
-55
| -0.2% | -$7.92K | 1.39% | 24 |
|
|
2019
Q4 | $4.83M | Buy |
29,684
+106
| +0.4% | +$17.2K | 1.24% | 28 |
|
|
2019
Q3 | $4.39M | Buy |
29,578
+667
| +2% | +$99K | 1.16% | 34 |
|
|
2019
Q2 | $4.39M | Buy |
28,911
+48
| +0.2% | +$7.28K | 1.18% | 27 |
|
|
2019
Q1 | $4.57M | Buy |
28,863
+5,359
| +23% | +$849K | 1.28% | 26 |
|
|
2018
Q4 | $3.22M | Buy |
23,504
+23,004
| +4,601% | +$3.15M | 1.05% | 33 |
|
|
2018
Q3 | $80K | Buy |
500
+250
| +100% | +$40K | 0.02% | 148 |
|
|
2018
Q2 | $34K | Buy |
+250
| New | +$34K | 0.01% | 178 |
|