Great Lakes Retirement’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
10,796
+430
| +4% | +$117K | 0.35% | 63 |
|
|
2025
Q1 | $2.78M | Buy |
10,366
+691
| +7% | +$185K | 0.36% | 63 |
|
|
2024
Q4 | $3.23M | Buy |
9,675
+149
| +2% | +$49.8K | 0.42% | 48 |
|
|
2024
Q3 | $2.61M | Buy |
9,526
+312
| +3% | +$85.4K | 0.33% | 71 |
|
|
2024
Q2 | $2.37M | Buy |
9,214
+874
| +10% | +$225K | 0.32% | 65 |
|
|
2024
Q1 | $2.51M | Buy |
8,340
+114
| +1% | +$34.3K | 0.37% | 58 |
|
|
2023
Q4 | $2.16M | Buy |
8,226
+3,739
| +83% | +$984K | 0.36% | 58 |
|
|
2023
Q3 | $910K | Buy |
4,487
+259
| +6% | +$52.5K | 0.16% | 125 |
|
|
2023
Q2 | $893K | Sell |
4,228
-102
| -2% | -$21.6K | 0.16% | 128 |
|
|
2023
Q1 | $865K | Buy |
4,330
+313
| +8% | +$62.5K | 0.16% | 127 |
|
|
2022
Q4 | $533K | Buy |
+4,017
| New | +$533K | 0.14% | 112 |
|
|
2020
Q1 | $433K | Sell |
3,016
-3,874
| -56% | -$556K | 0.2% | 75 |
|
|
2019
Q4 | $1.13M | Buy |
+6,890
| New | +$1.13M | 0.35% | 56 |
|