Holderness Investments Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
3,074
+163
| +6% | +$44.4K | 0.18% | 114 |
|
|
2025
Q1 | $781K | Buy |
2,911
+267
| +10% | +$71.7K | 0.18% | 120 |
|
|
2024
Q4 | $884K | Buy |
2,644
+258
| +11% | +$86.3K | 0.2% | 112 |
|
|
2024
Q3 | $653K | Buy |
2,386
+13
| +0.5% | +$3.56K | 0.14% | 137 |
|
|
2024
Q2 | $610K | Buy |
2,373
+430
| +22% | +$111K | 0.14% | 133 |
|
|
2024
Q1 | $585K | Buy |
1,943
+626
| +48% | +$189K | 0.14% | 141 |
|
|
2023
Q4 | $347K | Buy |
1,317
+25
| +2% | +$6.58K | 0.1% | 183 |
|
|
2023
Q3 | $262K | Buy |
1,292
+175
| +16% | +$35.5K | 0.1% | 163 |
|
|
2023
Q2 | $236K | Buy |
1,117
+25
| +2% | +$5.28K | 0.09% | 181 |
|
|
2023
Q1 | $218K | Buy |
+1,092
| New | +$218K | 0.09% | 185 |
|
|
2022
Q3 | – | Sell |
-1,275
| Closed | -$210K | – | 191 |
|
|
2022
Q2 | $210K | Sell |
1,275
-115
| -8% | -$18.9K | 0.09% | 187 |
|
|
2022
Q1 | $295K | Sell |
1,390
-102
| -7% | -$21.6K | 0.1% | 179 |
|
|
2021
Q4 | $379K | Buy |
1,492
+255
| +21% | +$64.8K | 0.11% | 168 |
|
|
2021
Q3 | $335K | Sell |
1,237
-47
| -4% | -$12.7K | 0.11% | 167 |
|
|
2021
Q2 | $314K | Buy |
1,284
+10
| +0.8% | +$2.45K | 0.1% | 171 |
|
|
2021
Q1 | $270K | Hold |
1,274
| – | – | 0.1% | 177 |
|
|
2020
Q4 | $284K | Buy |
1,274
+96
| +8% | +$21.4K | 0.11% | 155 |
|
|
2020
Q3 | $296K | Sell |
1,178
-4
| -0.3% | -$1.01K | 0.12% | 142 |
|
|
2020
Q2 | $221K | Buy |
+1,182
| New | +$221K | 0.1% | 161 |
|
|
2019
Q3 | – | Sell |
-1,390
| Closed | -$211K | – | 183 |
|
|
2019
Q2 | $211K | Buy |
1,390
+25
| +2% | +$3.8K | 0.1% | 184 |
|
|
2019
Q1 | $216K | Buy |
+1,365
| New | +$216K | 0.1% | 177 |
|