Great Diamond Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
3,319
+216
| +7% | +$58.9K | 0.19% | 117 |
|
|
2025
Q1 | $833K | Sell |
3,103
-219
| -7% | -$58.8K | 0.23% | 91 |
|
|
2024
Q4 | $1.11M | Sell |
3,322
-27
| -0.8% | -$9.03K | 0.29% | 84 |
|
|
2024
Q3 | $917K | Sell |
3,349
-1,223
| -27% | -$335K | 0.23% | 90 |
|
|
2024
Q2 | $1.18M | Sell |
4,572
-145
| -3% | -$37.3K | 0.28% | 84 |
|
|
2024
Q1 | $1.42M | Buy |
4,717
+23
| +0.5% | +$6.93K | 0.33% | 77 |
|
|
2023
Q4 | $1.24M | Buy |
4,694
+127
| +3% | +$33.4K | 0.3% | 79 |
|
|
2023
Q3 | $926K | Sell |
4,567
-400
| -8% | -$81.1K | 0.25% | 90 |
|
|
2023
Q2 | $1.05M | Buy |
4,967
+1,149
| +30% | +$243K | 0.28% | 84 |
|
|
2023
Q1 | $763K | Buy |
3,818
+1,059
| +38% | +$212K | 0.22% | 98 |
|
|
2022
Q4 | $366K | Sell |
2,759
-1,296
| -32% | -$172K | 0.11% | 143 |
|
|
2022
Q3 | $583K | Sell |
4,055
-119
| -3% | -$17.1K | 0.2% | 100 |
|
|
2022
Q2 | $688K | Buy |
4,174
+190
| +5% | +$31.3K | 0.23% | 92 |
|
|
2022
Q1 | $845K | Sell |
3,984
-391
| -9% | -$82.9K | 0.24% | 92 |
|
|
2021
Q4 | $1.11M | Buy |
4,375
+165
| +4% | +$41.9K | 0.29% | 80 |
|
|
2021
Q3 | $1.14M | Buy |
4,210
+45
| +1% | +$12.2K | 0.31% | 73 |
|
|
2021
Q2 | $1.02M | Sell |
4,165
-940
| -18% | -$230K | 0.29% | 82 |
|
|
2021
Q1 | $1.08M | Buy |
5,105
+19
| +0.4% | +$4.02K | 0.33% | 71 |
|
|
2020
Q4 | $1.13M | Sell |
5,086
-83
| -2% | -$18.5K | 0.36% | 62 |
|
|
2020
Q3 | $1.3M | Sell |
5,169
-56
| -1% | -$14.1K | 0.48% | 53 |
|
|
2020
Q2 | $978K | Buy |
5,225
+2,392
| +84% | +$448K | 0.4% | 56 |
|
|
2020
Q1 | $407K | Buy |
2,833
+1,086
| +62% | +$156K | 0.21% | 77 |
|
|
2019
Q4 | $284K | Buy |
+1,747
| New | +$284K | 0.11% | 120 |
|