Fulton Breakefield Broenniman’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
56,258
-996
| -2% | -$272K | 1.04% | 29 |
|
|
2025
Q1 | $15.4M | Sell |
57,254
-1,498
| -3% | -$402K | 1.11% | 30 |
|
|
2024
Q4 | $19.6M | Sell |
58,752
-1,528
| -3% | -$511K | 1.4% | 24 |
|
|
2024
Q3 | $16.5M | Sell |
60,280
-1,902
| -3% | -$521K | 1.15% | 29 |
|
|
2024
Q2 | $16M | Buy |
62,182
+252
| +0.4% | +$64.8K | 1.18% | 29 |
|
|
2024
Q1 | $18.7M | Sell |
61,930
-817
| -1% | -$246K | 1.44% | 25 |
|
|
2023
Q4 | $16.5M | Buy |
62,747
+177
| +0.3% | +$46.6K | 1.33% | 28 |
|
|
2023
Q3 | $12.7M | Sell |
62,570
-155
| -0.2% | -$31.4K | 1.1% | 39 |
|
|
2023
Q2 | $13.3M | Sell |
62,725
-6,519
| -9% | -$1.38M | 1.1% | 36 |
|
|
2023
Q1 | $13.8M | Sell |
69,244
-1,013
| -1% | -$202K | 1.19% | 36 |
|
|
2022
Q4 | $9.32M | Sell |
70,257
-4,751
| -6% | -$630K | 0.83% | 47 |
|
|
2022
Q3 | $10.8M | Sell |
75,008
-1,936
| -3% | -$278K | 1.01% | 41 |
|
|
2022
Q2 | $12.7M | Sell |
76,944
-442
| -0.6% | -$72.9K | 1.1% | 39 |
|
|
2022
Q1 | $16.4M | Buy |
77,386
+10,095
| +15% | +$2.14M | 1.44% | 30 |
|
|
2021
Q4 | $17.1M | Buy |
67,291
+1,708
| +3% | +$434K | 1.27% | 32 |
|
|
2021
Q3 | $17.8M | Sell |
65,583
-43
| -0.1% | -$11.7K | 1.52% | 29 |
|
|
2021
Q2 | $16M | Buy |
65,626
+1,354
| +2% | +$331K | 1.37% | 31 |
|
|
2021
Q1 | $13.6M | Buy |
64,272
+13,293
| +26% | +$2.82M | 1.26% | 34 |
|
|
2020
Q4 | $11.3M | Sell |
50,979
-10,330
| -17% | -$2.3M | 1.36% | 32 |
|
|
2020
Q3 | $15.4M | Sell |
61,309
-6,945
| -10% | -$1.75M | 1.74% | 24 |
|
|
2020
Q2 | $12.8M | Buy |
68,254
+31,548
| +86% | +$5.91M | 1.55% | 27 |
|
|
2020
Q1 | $5.29M | Buy |
36,706
+1,456
| +4% | +$210K | 0.79% | 50 |
|
|
2019
Q4 | $5.73M | Buy |
35,250
+1,566
| +5% | +$255K | 0.67% | 58 |
|
|
2019
Q3 | $5M | Buy |
33,684
+629
| +2% | +$93.4K | 0.64% | 59 |
|
|
2019
Q2 | $5.02M | Buy |
+33,055
| New | +$5.02M | 0.79% | 50 |
|