Hixon Zuercher’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
14,369
+78
| +0.5% | +$21.3K | 1.27% | 31 |
|
|
2025
Q1 | $3.84M | Buy |
14,291
+235
| +2% | +$63.1K | 1.35% | 30 |
|
|
2024
Q4 | $4.7M | Sell |
14,056
-767
| -5% | -$256K | 1.81% | 22 |
|
|
2024
Q3 | $4.06M | Sell |
14,823
-375
| -2% | -$103K | 1.59% | 27 |
|
|
2024
Q2 | $3.91M | Buy |
15,198
+1,164
| +8% | +$299K | 1.65% | 27 |
|
|
2024
Q1 | $4.23M | Buy |
14,034
+56
| +0.4% | +$16.9K | 1.79% | 26 |
|
|
2023
Q4 | $3.68M | Buy |
13,978
+343
| +3% | +$90.3K | 1.71% | 29 |
|
|
2023
Q3 | $2.76M | Buy |
13,635
+698
| +5% | +$142K | 1.45% | 31 |
|
|
2023
Q2 | $2.73M | Buy |
12,937
+115
| +0.9% | +$24.3K | 1.38% | 30 |
|
|
2023
Q1 | $2.56M | Sell |
12,822
-2,466
| -16% | -$493K | 1.52% | 29 |
|
|
2022
Q4 | $2.03M | Buy |
15,288
+417
| +3% | +$55.3K | 1.25% | 30 |
|
|
2022
Q3 | $2.14M | Buy |
14,871
+762
| +5% | +$110K | 1.37% | 31 |
|
|
2022
Q2 | $2.33M | Buy |
14,109
+461
| +3% | +$76.1K | 1.51% | 32 |
|
|
2022
Q1 | $2.9M | Buy |
13,648
+605
| +5% | +$128K | 1.56% | 28 |
|
|
2021
Q4 | $3.32M | Buy |
13,043
+280
| +2% | +$71.2K | 1.66% | 26 |
|
|
2021
Q3 | $3.46M | Buy |
12,763
+189
| +2% | +$51.3K | 2.02% | 22 |
|
|
2021
Q2 | $3.07M | Sell |
12,574
-3,910
| -24% | -$955K | 1.85% | 27 |
|
|
2021
Q1 | $3.49M | Buy |
16,484
+1,114
| +7% | +$236K | 2.31% | 19 |
|
|
2020
Q4 | $3.42M | Buy |
15,370
+437
| +3% | +$97.2K | 2.38% | 19 |
|
|
2020
Q3 | $3.75M | Sell |
14,933
-2,599
| -15% | -$653K | 2.88% | 11 |
|
|
2020
Q2 | $3.28M | Buy |
17,532
+2,158
| +14% | +$404K | 2.82% | 12 |
|
|
2020
Q1 | $2.21M | Buy |
15,374
+5,087
| +49% | +$733K | 3.19% | 14 |
|
|
2019
Q4 | $1.67M | Buy |
+10,287
| New | +$1.67M | 1.59% | 28 |
|