Hantz Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
36,789
+11,742
| +47% | +$3.2M | 0.16% | 121 |
|
|
2025
Q1 | $6.72M | Buy |
25,047
+749
| +3% | +$201K | 0.12% | 182 |
|
|
2024
Q4 | $8.12M | Buy |
24,298
+1,406
| +6% | +$470K | 0.14% | 155 |
|
|
2024
Q3 | $6.27M | Sell |
22,892
-114,467
| -83% | -$31.3M | 0.11% | 192 |
|
|
2024
Q2 | $35.3M | Sell |
137,359
-9,097
| -6% | -$2.34M | 0.68% | 31 |
|
|
2024
Q1 | $44.1M | Sell |
146,456
-3,096
| -2% | -$932K | 0.86% | 24 |
|
|
2023
Q4 | $39.4M | Sell |
149,552
-10,239
| -6% | -$2.69M | 0.86% | 23 |
|
|
2023
Q3 | $32.4M | Sell |
159,791
-3,706
| -2% | -$751K | 0.82% | 22 |
|
|
2023
Q2 | $34.5M | Sell |
163,497
-26,671
| -14% | -$5.63M | 0.86% | 19 |
|
|
2023
Q1 | $38M | Buy |
190,168
+7,933
| +4% | +$1.58M | 1.04% | 16 |
|
|
2022
Q4 | $24.2M | Buy |
182,235
+8,174
| +5% | +$1.08M | 0.73% | 26 |
|
|
2022
Q3 | $25M | Sell |
174,061
-499
| -0.3% | -$71.8K | 0.86% | 22 |
|
|
2022
Q2 | $28.8M | Buy |
174,560
+898
| +0.5% | +$148K | 0.97% | 16 |
|
|
2022
Q1 | $36.9M | Buy |
173,662
+8,685
| +5% | +$1.84M | 1.09% | 14 |
|
|
2021
Q4 | $41.9M | Buy |
164,977
+9,777
| +6% | +$2.48M | 1.21% | 15 |
|
|
2021
Q3 | $42.1M | Buy |
155,200
+17,385
| +13% | +$4.72M | 1.38% | 11 |
|
|
2021
Q2 | $33.7M | Buy |
137,815
+5,455
| +4% | +$1.33M | 1.23% | 15 |
|
|
2021
Q1 | $28M | Buy |
132,360
+33,943
| +34% | +$7.19M | 1.16% | 20 |
|
|
2020
Q4 | $21.9M | Buy |
98,417
+3,437
| +4% | +$765K | 0.98% | 24 |
|
|
2020
Q3 | $23.9M | Buy |
94,980
+5,965
| +7% | +$1.5M | 1.22% | 18 |
|
|
2020
Q2 | $16.7M | Buy |
89,015
+5,858
| +7% | +$1.1M | 0.93% | 24 |
|
|
2020
Q1 | $12M | Buy |
+83,157
| New | +$12M | 0.83% | 23 |
|