HCM
Hengehold Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
1,483
-684
| -32% | -$187K | 0.04% | 152 |
|
|
2025
Q1 | $582K | Sell |
2,167
-25
| -1% | -$6.71K | 0.06% | 115 |
|
|
2024
Q4 | $733K | Hold |
2,192
| – | – | 0.07% | 99 |
|
|
2024
Q3 | $600K | Buy |
2,192
+25
| +1% | +$6.84K | 0.06% | 108 |
|
|
2024
Q2 | $557K | Sell |
2,167
-137
| -6% | -$35.2K | 0.06% | 106 |
|
|
2024
Q1 | $694K | Sell |
2,304
-100
| -4% | -$30.1K | 0.07% | 98 |
|
|
2023
Q4 | $633K | Sell |
2,404
-100
| -4% | -$26.3K | 0.07% | 91 |
|
|
2023
Q3 | $508K | Hold |
2,504
| – | – | 0.07% | 102 |
|
|
2023
Q2 | $529K | Buy |
2,504
+229
| +10% | +$48.4K | 0.07% | 97 |
|
|
2023
Q1 | $455K | Sell |
2,275
-50
| -2% | -$9.99K | 0.06% | 107 |
|
|
2022
Q4 | $308K | Buy |
2,325
+42
| +2% | +$5.57K | 0.04% | 126 |
|
|
2022
Q3 | $328K | Buy |
2,283
+10
| +0.4% | +$1.44K | 0.05% | 115 |
|
|
2022
Q2 | $375K | Buy |
2,273
+50
| +2% | +$8.25K | 0.05% | 106 |
|
|
2022
Q1 | $472K | Sell |
2,223
-4
| -0.2% | -$849 | 0.06% | 90 |
|
|
2021
Q4 | $566K | Sell |
2,227
-12
| -0.5% | -$3.05K | 0.07% | 83 |
|
|
2021
Q3 | $607K | Hold |
2,239
| – | – | 0.08% | 78 |
|
|
2021
Q2 | $547K | Hold |
2,239
| – | – | 0.07% | 82 |
|
|
2021
Q1 | $474K | Buy |
2,239
+4
| +0.2% | +$847 | 0.07% | 86 |
|
|
2020
Q4 | $497K | Buy |
2,235
+46
| +2% | +$10.2K | 0.07% | 75 |
|
|
2020
Q3 | $550K | Hold |
2,189
| – | – | 0.09% | 68 |
|
|
2020
Q2 | $410K | Sell |
2,189
-11
| -0.5% | -$2.06K | 0.07% | 76 |
|
|
2020
Q1 | $317K | Hold |
2,200
| – | – | 0.07% | 81 |
|
|
2019
Q4 | $358K | Hold |
2,200
| – | – | 0.06% | 94 |
|
|
2019
Q3 | $327K | Hold |
2,200
| – | – | 0.06% | 91 |
|
|
2019
Q2 | $334K | Hold |
2,200
| – | – | 0.06% | 92 |
|
|
2019
Q1 | $348K | Sell |
2,200
-60
| -3% | -$9.49K | 0.08% | 82 |
|
|
2018
Q4 | $310K | Buy |
2,260
+372
| +20% | +$51K | 0.1% | 80 |
|
|
2018
Q3 | $300K | Hold |
1,888
| – | – | 0.08% | 89 |
|
|
2018
Q2 | $258K | Hold |
1,888
| – | – | 0.07% | 97 |
|
|
2018
Q1 | $220K | Sell |
1,888
-66
| -3% | -$7.69K | 0.06% | 105 |
|
|
2017
Q4 | $200K | Buy |
+1,954
| New | +$200K | 0.05% | 114 |
|