Highland Capital Management (Tennessee)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
7,760
-2,532
| -25% | -$690K | 0.11% | 165 |
|
|
2025
Q1 | $2.76M | Sell |
10,292
-2,633
| -20% | -$707K | 0.17% | 142 |
|
|
2024
Q4 | $4.32M | Buy |
+12,925
| New | +$4.32M | 0.25% | 97 |
|
|
2024
Q3 | – | Sell |
-29,092
| Closed | -$7.48M | – | 380 |
|
|
2024
Q2 | $7.48M | Sell |
29,092
-848
| -3% | -$218K | 0.44% | 55 |
|
|
2024
Q1 | $9.02M | Sell |
29,940
-909
| -3% | -$274K | 0.52% | 48 |
|
|
2023
Q4 | $8.12M | Buy |
30,849
+333
| +1% | +$87.6K | 0.5% | 48 |
|
|
2023
Q3 | $6.19M | Sell |
30,516
-148
| -0.5% | -$30K | 0.43% | 58 |
|
|
2023
Q2 | $6.48M | Sell |
30,664
-24,857
| -45% | -$5.25M | 0.42% | 60 |
|
|
2023
Q1 | $11.1M | Sell |
55,521
-1,111
| -2% | -$222K | 0.82% | 31 |
|
|
2022
Q4 | $7.51M | Sell |
56,632
-4,986
| -8% | -$661K | 0.53% | 46 |
|
|
2022
Q3 | $8.86M | Buy |
61,618
+23,890
| +63% | +$3.44M | 0.68% | 35 |
|
|
2022
Q2 | $6.23M | Sell |
37,728
-79
| -0.2% | -$13K | 0.45% | 52 |
|
|
2022
Q1 | $8.03M | Buy |
37,807
+1,850
| +5% | +$393K | 0.48% | 51 |
|
|
2021
Q4 | $9.14M | Buy |
35,957
+2,801
| +8% | +$712K | 0.52% | 51 |
|
|
2021
Q3 | $8.99M | Sell |
33,156
-4,782
| -13% | -$1.3M | 0.55% | 50 |
|
|
2021
Q2 | $9.27M | Sell |
37,938
-2,140
| -5% | -$523K | 0.55% | 49 |
|
|
2021
Q1 | $8.49M | Buy |
40,078
+238
| +0.6% | +$50.4K | 0.52% | 53 |
|
|
2020
Q4 | $8.87M | Buy |
39,840
+4,057
| +11% | +$903K | 0.57% | 48 |
|
|
2020
Q3 | $8.99M | Buy |
35,783
+20,349
| +132% | +$5.11M | 0.64% | 42 |
|
|
2020
Q2 | $2.89M | Buy |
15,434
+3,527
| +30% | +$661K | 0.23% | 120 |
|
|
2020
Q1 | $1.71M | Sell |
11,907
-6,289
| -35% | -$905K | 0.16% | 143 |
|
|
2019
Q4 | $2.96M | Buy |
18,196
+729
| +4% | +$119K | 0.21% | 121 |
|
|
2019
Q3 | $2.59M | Sell |
17,467
-2,523
| -13% | -$375K | 0.19% | 131 |
|
|
2019
Q2 | $3.03M | Buy |
19,990
+4,419
| +28% | +$670K | 0.23% | 115 |
|
|
2019
Q1 | $2.47M | Buy |
15,571
+14
| +0.1% | +$2.22K | 0.19% | 131 |
|
|
2018
Q4 | $2.13M | Buy |
15,557
+53
| +0.3% | +$7.26K | 0.18% | 132 |
|
|
2018
Q3 | $2.47M | Buy |
15,504
+4,878
| +46% | +$776K | 0.18% | 137 |
|
|
2018
Q2 | $1.45M | Buy |
10,626
+333
| +3% | +$45.4K | 0.11% | 180 |
|
|
2018
Q1 | $1.2M | Buy |
10,293
+1,955
| +23% | +$227K | 0.09% | 189 |
|
|
2017
Q4 | $852K | Buy |
8,338
+898
| +12% | +$91.8K | 0.06% | 209 |
|
|
2017
Q3 | $695K | Sell |
7,440
-404
| -5% | -$37.7K | 0.06% | 224 |
|
|
2017
Q2 | $679K | Buy |
+7,844
| New | +$679K | 0.05% | 232 |
|
|
2016
Q4 | – | Sell |
-10,878
| Closed | -$776K | – | 330 |
|
|
2016
Q3 | $776K | Buy |
+10,878
| New | +$776K | 0.07% | 243 |
|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$69K | – | 352 |
|
|
2015
Q3 | $69K | Buy |
+1,000
| New | +$69K | 0.01% | 349 |
|