First Heartland Consultants’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
1,230
-16
| -1% | -$4.36K | 0.03% | 360 |
|
|
2025
Q1 | $334K | Buy |
1,246
+120
| +11% | +$32.2K | 0.03% | 324 |
|
|
2024
Q4 | $377K | Sell |
1,126
-725
| -39% | -$242K | 0.04% | 293 |
|
|
2024
Q3 | $507K | Buy |
1,851
+496
| +37% | +$136K | 0.05% | 246 |
|
|
2024
Q2 | $348 | Sell |
1,355
-35
| -3% | -$9 | 0.02% | 317 |
|
|
2024
Q1 | $419K | Sell |
1,390
-157
| -10% | -$47.3K | 0.04% | 279 |
|
|
2023
Q4 | $407K | Buy |
1,547
+41
| +3% | +$10.8K | 0.05% | 240 |
|
|
2023
Q3 | $305K | Buy |
1,506
+155
| +11% | +$31.4K | 0.04% | 284 |
|
|
2023
Q2 | $285K | Sell |
1,351
-248
| -16% | -$52.4K | 0.04% | 299 |
|
|
2023
Q1 | $319K | Sell |
1,599
-83
| -5% | -$16.6K | 0.05% | 271 |
|
|
2022
Q4 | $223K | Buy |
+1,682
| New | +$223K | 0.04% | 333 |
|
|
2022
Q2 | – | Sell |
-1,860
| Closed | -$394K | – | 355 |
|
|
2022
Q1 | $394K | Sell |
1,860
-662
| -26% | -$140K | 0.06% | 214 |
|
|
2021
Q4 | $640 | Sell |
2,522
-399
| -14% | -$101 | 0.02% | 162 |
|
|
2021
Q3 | $792K | Sell |
2,921
-571
| -16% | -$155K | 0.12% | 152 |
|
|
2021
Q2 | $853K | Buy |
3,492
+607
| +21% | +$148K | 0.13% | 145 |
|
|
2021
Q1 | $611K | Buy |
2,885
+1,876
| +186% | +$397K | 0.1% | 172 |
|
|
2020
Q4 | $225K | Buy |
+1,009
| New | +$225K | 0.04% | 301 |
|
|
2019
Q2 | – | Sell |
-1,441
| Closed | -$228K | – | 287 |
|
|
2019
Q1 | $228K | Sell |
1,441
-360
| -20% | -$57K | 0.06% | 245 |
|
|
2018
Q4 | $247K | Sell |
1,801
-313
| -15% | -$42.9K | 0.09% | 199 |
|
|
2018
Q3 | $336K | Buy |
2,114
+29
| +1% | +$4.61K | 0.11% | 175 |
|
|
2018
Q2 | $284K | Buy |
+2,085
| New | +$284K | 0.1% | 192 |
|