Fayez Sarofim & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
2,706
-154
| -5% | -$42K | ﹤0.01% | 204 |
|
|
2025
Q1 | $768K | Buy |
2,860
+114
| +4% | +$30.6K | ﹤0.01% | 203 |
|
|
2024
Q4 | $918K | Buy |
2,746
+100
| +4% | +$33.4K | ﹤0.01% | 191 |
|
|
2024
Q3 | $724K | Hold |
2,646
| – | – | ﹤0.01% | 195 |
|
|
2024
Q2 | $680K | Sell |
2,646
-271
| -9% | -$69.7K | ﹤0.01% | 193 |
|
|
2024
Q1 | $879K | Sell |
2,917
-85
| -3% | -$25.6K | ﹤0.01% | 174 |
|
|
2023
Q4 | $874K | Buy |
3,002
+524
| +21% | +$153K | ﹤0.01% | 172 |
|
|
2023
Q3 | $502K | Buy |
+2,478
| New | +$502K | ﹤0.01% | 213 |
|
|
2022
Q2 | – | Sell |
-2,496
| Closed | -$530K | – | 297 |
|
|
2022
Q1 | $530K | Buy |
2,496
+66
| +3% | +$14K | ﹤0.01% | 243 |
|
|
2021
Q4 | $618K | Buy |
2,430
+200
| +9% | +$50.9K | ﹤0.01% | 241 |
|
|
2021
Q3 | $605K | Hold |
2,230
| – | – | ﹤0.01% | 228 |
|
|
2021
Q2 | $545K | Sell |
2,230
-10
| -0.4% | -$2.44K | ﹤0.01% | 247 |
|
|
2021
Q1 | $475K | Buy |
2,240
+72
| +3% | +$15.3K | ﹤0.01% | 221 |
|
|
2020
Q4 | $482K | Buy |
2,168
+110
| +5% | +$24.5K | ﹤0.01% | 217 |
|
|
2020
Q3 | $517K | Hold |
2,058
| – | – | ﹤0.01% | 194 |
|
|
2020
Q2 | $386K | Buy |
2,058
+205
| +11% | +$38.5K | ﹤0.01% | 204 |
|
|
2020
Q1 | $267K | Sell |
1,853
-200
| -10% | -$28.8K | ﹤0.01% | 208 |
|
|
2019
Q4 | $334K | Buy |
+2,053
| New | +$334K | ﹤0.01% | 227 |
|