Hill Island Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Buy |
2,838
+342
| +14% | +$93.3K | 0.22% | 37 |
|
|
2025
Q1 | $670K | Sell |
2,496
-53
| -2% | -$14.2K | 0.2% | 35 |
|
|
2024
Q4 | $852K | Hold |
2,549
| – | – | 0.25% | 37 |
|
|
2024
Q3 | $698K | Buy |
2,549
+1
| +0% | +$274 | 0.21% | 33 |
|
|
2024
Q2 | $655K | Sell |
2,548
-111
| -4% | -$28.5K | 0.21% | 33 |
|
|
2024
Q1 | $801K | Sell |
2,659
-88
| -3% | -$26.5K | 0.26% | 30 |
|
|
2023
Q4 | $723K | Hold |
2,747
| – | – | 0.25% | 32 |
|
|
2023
Q3 | $557K | Sell |
2,747
-87
| -3% | -$17.6K | 0.22% | 35 |
|
|
2023
Q2 | $599K | Hold |
2,834
| – | – | 0.23% | 35 |
|
|
2023
Q1 | $549K | Hold |
2,834
| – | – | 0.22% | 37 |
|
|
2022
Q4 | $376K | Buy |
2,834
+276
| +11% | +$36.6K | 0.16% | 44 |
|
|
2022
Q3 | $368K | Hold |
2,558
| – | – | 0.17% | 36 |
|
|
2022
Q2 | $422K | Buy |
2,558
+953
| +59% | +$157K | 0.19% | 33 |
|
|
2022
Q1 | $341K | Buy |
1,605
+200
| +14% | +$42.5K | 0.13% | 40 |
|
|
2021
Q4 | $357K | Buy |
+1,405
| New | +$357K | 0.13% | 43 |
|