FCH
Freestone Capital Holdings’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Buy |
82,278
+4,863
| +6% | +$1.33M | 0.76% | 20 |
|
|
2025
Q1 | $20.8M | Sell |
77,415
-534
| -0.7% | -$143K | 0.77% | 21 |
|
|
2024
Q4 | $26.1M | Sell |
77,949
-3,301
| -4% | -$1.1M | 0.9% | 18 |
|
|
2024
Q3 | $22.2M | Buy |
81,250
+13,746
| +20% | +$3.76M | 0.76% | 21 |
|
|
2024
Q2 | $17.4M | Buy |
67,504
+1,372
| +2% | +$353K | 0.62% | 28 |
|
|
2024
Q1 | $19.9M | Buy |
66,132
+947
| +1% | +$285K | 0.74% | 23 |
|
|
2023
Q4 | $17.2M | Buy |
65,185
+135
| +0.2% | +$35.5K | 0.77% | 21 |
|
|
2023
Q3 | $13.2M | Buy |
65,050
+5,257
| +9% | +$1.07M | 0.7% | 26 |
|
|
2023
Q2 | $12.6M | Sell |
59,793
-530
| -0.9% | -$112K | 0.51% | 32 |
|
|
2023
Q1 | $12.1M | Buy |
60,323
+99
| +0.2% | +$19.8K | 0.53% | 28 |
|
|
2022
Q4 | $7.99M | Sell |
60,224
-7,053
| -10% | -$935K | 0.37% | 53 |
|
|
2022
Q3 | $9.68M | Sell |
67,277
-9,570
| -12% | -$1.38M | 0.44% | 33 |
|
|
2022
Q2 | $12.7M | Sell |
76,847
-3,956
| -5% | -$653K | 0.48% | 29 |
|
|
2022
Q1 | $17.2M | Buy |
80,803
+11,602
| +17% | +$2.46M | 0.69% | 28 |
|
|
2021
Q4 | $17.6M | Buy |
69,201
+5,788
| +9% | +$1.47M | 0.74% | 27 |
|
|
2021
Q3 | $17.2M | Buy |
63,413
+10,851
| +21% | +$2.94M | 0.86% | 21 |
|
|
2021
Q2 | $12.8M | Sell |
52,562
-3,710
| -7% | -$906K | 0.64% | 33 |
|
|
2021
Q1 | $11.9M | Buy |
56,272
+1,005
| +2% | +$213K | 0.65% | 33 |
|
|
2020
Q4 | $12.3M | Buy |
55,267
+4,450
| +9% | +$990K | 0.72% | 26 |
|
|
2020
Q3 | $12.8M | Sell |
50,817
-2,283
| -4% | -$574K | 0.83% | 22 |
|
|
2020
Q2 | $9.95K | Sell |
53,100
-16,933
| -24% | -$3.17K | 0.12% | 33 |
|
|
2020
Q1 | $10.1K | Buy |
70,033
+44,866
| +178% | +$6.46K | 0.22% | 29 |
|
|
2019
Q4 | $4.09K | Buy |
25,167
+9,200
| +58% | +$1.5K | 0.08% | 102 |
|
|
2019
Q3 | $2.37K | Buy |
15,967
+7,267
| +84% | +$1.08K | 0.06% | 160 |
|
|
2019
Q2 | $1.32K | Buy |
8,700
+300
| +4% | +$46 | 0.03% | 209 |
|
|
2019
Q1 | $1.33M | Buy |
+8,400
| New | +$1.33M | 0.08% | 182 |
|
|
2013
Q4 | – | Sell |
-6,490
| Closed | -$991K | – | 296 |
|
|
2013
Q3 | $991K | Buy |
+6,490
| New | +$991K | 0.18% | 111 |
|