HMS Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+794
| New | +$217K | 0.1% | 104 |
|
|
2025
Q1 | – | Sell |
-794
| Closed | -$265K | – | 106 |
|
|
2024
Q4 | $265K | Hold |
794
| – | – | 0.13% | 97 |
|
|
2024
Q3 | $217K | Hold |
794
| – | – | 0.11% | 106 |
|
|
2024
Q2 | $204K | Hold |
794
| – | – | 0.11% | 106 |
|
|
2024
Q1 | $239K | Hold |
794
| – | – | 0.13% | 101 |
|
|
2023
Q4 | $209K | Buy |
+794
| New | +$209K | 0.13% | 105 |
|
|
2022
Q3 | – | Sell |
-1,226
| Closed | -$202K | – | 118 |
|
|
2022
Q2 | $202K | Buy |
+1,226
| New | +$202K | 0.1% | 119 |
|
|
2022
Q1 | – | Sell |
-945
| Closed | -$240K | – | 123 |
|
|
2021
Q4 | $240K | Hold |
945
| – | – | 0.1% | 113 |
|
|
2021
Q3 | $256K | Hold |
945
| – | – | 0.12% | 116 |
|
|
2021
Q2 | $231K | Buy |
+945
| New | +$231K | 0.1% | 120 |
|
|
2020
Q4 | – | Sell |
-1,094
| Closed | -$275K | – | 111 |
|
|
2020
Q3 | $275K | Sell |
1,094
-300
| -22% | -$75.4K | 0.11% | 103 |
|
|
2020
Q2 | $261K | Hold |
1,394
| – | – | 0.11% | 95 |
|
|
2020
Q1 | $201K | Hold |
1,394
| – | – | 0.2% | 77 |
|
|
2019
Q4 | $227K | Hold |
1,394
| – | – | 0.1% | 93 |
|
|
2019
Q3 | $207K | Hold |
1,394
| – | – | 0.08% | 112 |
|
|
2019
Q2 | $212K | Hold |
1,394
| – | – | 0.09% | 89 |
|
|
2019
Q1 | $221K | Sell |
1,394
-2,172
| -61% | -$344K | 0.09% | 87 |
|
|
2018
Q4 | $488K | Hold |
3,566
| – | – | 0.25% | 73 |
|
|
2018
Q3 | $567K | Hold |
3,566
| – | – | 0.28% | 73 |
|
|
2018
Q2 | $486K | Buy |
+3,566
| New | +$486K | 0.28% | 78 |
|