Garde Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Sell |
6,820
-5,171
| -43% | -$1.07M | 0.08% | 85 |
|
|
2025
Q4 | $3.18M | Sell |
11,991
-4,225
| -26% | -$1.05M | 0.2% | 64 |
|
|
2025
Q3 | $3.84M | Sell |
16,216
-319
| -2% | -$80.5K | 0.19% | 69 |
|
|
2025
Q2 | $4.51M | Sell |
16,535
-1,595
| -9% | -$426K | 0.24% | 61 |
|
|
2025
Q1 | $4.87M | Buy |
18,130
+1,155
| +7% | +$359K | 0.28% | 58 |
|
|
2024
Q4 | $5.67M | Sell |
16,975
-719
| -4% | -$229K | 0.37% | 42 |
|
|
2024
Q3 | $4.84M | Sell |
17,694
-512
| -3% | -$131K | 0.32% | 47 |
|
|
2024
Q2 | $4.68M | Sell |
18,206
-994
| -5% | -$266K | 0.33% | 47 |
|
|
2024
Q1 | $5.78M | Sell |
19,200
-453
| -2% | -$131K | 0.4% | 42 |
|
|
2023
Q4 | $5.17M | Sell |
19,653
-993
| -5% | -$225K | 0.39% | 44 |
|
|
2023
Q3 | $4.19M | Sell |
20,646
-471
| -2% | -$102K | 0.36% | 43 |
|
|
2023
Q2 | $4.46M | Sell |
21,117
-2
| -0% | -$408 | 0.37% | 43 |
|
|
2023
Q1 | $4.22M | Buy |
21,119
+2,763
| +15% | +$467K | 0.46% | 40 |
|
|
2022
Q4 | $2.43M | Sell |
18,356
-3,603
| -16% | -$526K | 0.29% | 46 |
|
|
2022
Q3 | $3.16M | Sell |
21,959
-699
| -3% | -$119K | 0.41% | 43 |
|
|
2022
Q2 | $3.74M | Sell |
22,658
-3,530
| -13% | -$624K | 0.46% | 37 |
|
|
2022
Q1 | $5.56M | Sell |
26,188
-73
| -0.3% | -$15.7K | 0.57% | 35 |
|
|
2021
Q4 | $6.67M | Buy |
26,261
+506
| +2% | +$142K | 0.65% | 30 |
|
|
2021
Q3 | $6.99M | Sell |
25,755
-948
| -4% | -$241K | 0.72% | 28 |
|
|
2021
Q2 | $6.52M | Sell |
26,703
-983
| -4% | -$227K | 0.67% | 31 |
|
|
2021
Q1 | $5.87M | Buy |
27,686
+586
| +2% | +$130K | 0.68% | 28 |
|
|
2020
Q4 | $6.03M | Buy |
27,100
+700
| +3% | +$170K | 0.73% | 26 |
|
|
2020
Q3 | $6.63M | Buy |
26,400
+102
| +0.4% | +$22.3K | 1% | 23 |
|
|
2020
Q2 | $4.93M | Buy |
26,298
+10,367
| +65% | +$1.75M | 0.71% | 28 |
|
|
2020
Q1 | $2.29M | Sell |
15,931
-3,787
| -19% | -$649K | 0.4% | 38 |
|
|
2019
Q4 | $3.21M | Sell |
19,718
-1,064
| -5% | -$167K | 0.47% | 35 |
|
|
2019
Q3 | $3.08M | Buy |
+20,782
| New | +$3.16M | 0.48% | 35 |
|
Other funds holding CRM
VCM
VPM
