GC
Gilbert & Cook’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
5,847
+129
| +2% | +$35.2K | 0.22% | 39 |
|
|
2025
Q1 | $1.53M | Sell |
5,718
-13
| -0.2% | -$3.49K | 0.22% | 36 |
|
|
2024
Q4 | $1.92M | Sell |
5,731
-37
| -0.6% | -$12.4K | 0.27% | 31 |
|
|
2024
Q3 | $1.58M | Sell |
5,768
-159
| -3% | -$43.5K | 0.22% | 36 |
|
|
2024
Q2 | $1.52M | Sell |
5,927
-603
| -9% | -$155K | 0.22% | 33 |
|
|
2024
Q1 | $1.97M | Buy |
6,530
+871
| +15% | +$262K | 0.27% | 30 |
|
|
2023
Q4 | $1.49M | Buy |
5,659
+366
| +7% | +$96.3K | 0.21% | 38 |
|
|
2023
Q3 | $1.07M | Buy |
5,293
+2,026
| +62% | +$411K | 0.17% | 49 |
|
|
2023
Q2 | $690K | Buy |
3,267
+971
| +42% | +$205K | 0.11% | 77 |
|
|
2023
Q1 | $459K | Buy |
+2,296
| New | +$459K | 0.08% | 106 |
|
|
2020
Q4 | – | Sell |
-1,573
| Closed | -$395K | – | 190 |
|
|
2020
Q3 | $395K | Buy |
+1,573
| New | +$395K | 0.09% | 81 |
|
|
2020
Q2 | – | Sell |
-2,154
| Closed | -$310K | – | 148 |
|
|
2020
Q1 | $310K | Buy |
2,154
+51
| +2% | +$7.34K | 0.09% | 81 |
|
|
2019
Q4 | $342K | Buy |
2,103
+222
| +12% | +$36.1K | 0.08% | 90 |
|
|
2019
Q3 | $279K | Buy |
+1,881
| New | +$279K | 0.08% | 89 |
|
|
2017
Q3 | – | Sell |
-2,902
| Closed | -$251K | – | 104 |
|
|
2017
Q2 | $251K | Buy |
+2,902
| New | +$251K | 0.09% | 112 |
|