Financial Management Professionals’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Sell |
411
-29
| -7% | -$7.93K | 0.01% | 183 |
|
|
2025
Q1 | $118K | Buy |
440
+34
| +8% | +$9.13K | 0.02% | 171 |
|
|
2024
Q4 | $136K | Buy |
406
+8
| +2% | +$2.68K | 0.02% | 169 |
|
|
2024
Q3 | $109K | Buy |
398
+14
| +4% | +$3.83K | 0.01% | 187 |
|
|
2024
Q2 | $99K | Sell |
384
-401
| -51% | -$103K | 0.01% | 192 |
|
|
2024
Q1 | $237K | Sell |
785
-25
| -3% | -$7.55K | 0.03% | 136 |
|
|
2023
Q4 | $213K | Buy |
810
+15
| +2% | +$3.94K | 0.03% | 127 |
|
|
2023
Q3 | $161K | Buy |
795
+161
| +25% | +$32.6K | 0.03% | 136 |
|
|
2023
Q2 | $134K | Sell |
634
-88
| -12% | -$18.6K | 0.02% | 149 |
|
|
2023
Q1 | $144K | Buy |
722
+508
| +237% | +$101K | 0.03% | 155 |
|
|
2022
Q4 | $28K | Buy |
214
+168
| +365% | +$22K | 0.01% | 308 |
|
|
2022
Q3 | $7K | Sell |
46
-139
| -75% | -$21.2K | ﹤0.01% | 538 |
|
|
2022
Q2 | $31K | Buy |
185
+60
| +48% | +$10.1K | 0.01% | 292 |
|
|
2022
Q1 | $27K | Buy |
125
+22
| +21% | +$4.75K | 0.01% | 301 |
|
|
2021
Q4 | $26K | Buy |
103
+2
| +2% | +$505 | 0.01% | 296 |
|
|
2021
Q3 | $27K | Buy |
101
+2
| +2% | +$535 | 0.01% | 292 |
|
|
2021
Q2 | $24K | Buy |
99
+8
| +9% | +$1.94K | 0.01% | 273 |
|
|
2021
Q1 | $19K | Buy |
91
+27
| +42% | +$5.64K | 0.01% | 276 |
|
|
2020
Q4 | $14K | Hold |
64
| – | – | ﹤0.01% | 295 |
|
|
2020
Q3 | $16K | Hold |
64
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $12K | Buy |
+64
| New | +$12K | ﹤0.01% | 288 |
|
|
2018
Q4 | – | Sell |
-66
| Closed | -$10K | – | 280 |
|
|
2018
Q3 | $10K | Buy |
+66
| New | +$10K | ﹤0.01% | 164 |
|