Horizon Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
49,880
+18,941
| +61% | +$5.17M | 0.22% | 79 |
|
|
2025
Q1 | $8.29M | Buy |
30,939
+2,113
| +7% | +$566K | 0.25% | 52 |
|
|
2024
Q4 | $9.64M | Buy |
28,826
+6,248
| +28% | +$2.09M | 0.28% | 50 |
|
|
2024
Q3 | $6.18M | Sell |
22,578
-246
| -1% | -$67.3K | 0.16% | 58 |
|
|
2024
Q2 | $5.86M | Buy |
22,824
+3,622
| +19% | +$930K | 0.16% | 67 |
|
|
2024
Q1 | $5.78M | Buy |
19,202
+406
| +2% | +$122K | 0.15% | 76 |
|
|
2023
Q4 | $4.95M | Buy |
18,796
+2,751
| +17% | +$724K | 0.14% | 76 |
|
|
2023
Q3 | $3.25M | Sell |
16,045
-528
| -3% | -$107K | 0.1% | 86 |
|
|
2023
Q2 | $3.5M | Buy |
16,573
+1,301
| +9% | +$275K | 0.1% | 84 |
|
|
2023
Q1 | $3.05M | Sell |
15,272
-3,654
| -19% | -$730K | 0.09% | 85 |
|
|
2022
Q4 | $2.51M | Sell |
18,926
-1,016
| -5% | -$135K | 0.07% | 116 |
|
|
2022
Q3 | $2.87M | Buy |
19,942
+8,474
| +74% | +$1.22M | 0.09% | 86 |
|
|
2022
Q2 | $1.89M | Sell |
11,468
-11,870
| -51% | -$1.96M | 0.06% | 115 |
|
|
2022
Q1 | $4.96M | Buy |
23,338
+3,328
| +17% | +$707K | 0.14% | 77 |
|
|
2021
Q4 | $5.09M | Buy |
20,010
+1,590
| +9% | +$404K | 0.15% | 74 |
|
|
2021
Q3 | $5M | Sell |
18,420
-279
| -1% | -$75.7K | 0.13% | 74 |
|
|
2021
Q2 | $4.57M | Buy |
18,699
+9,323
| +99% | +$2.28M | 0.14% | 79 |
|
|
2021
Q1 | $1.99M | Buy |
+9,376
| New | +$1.99M | 0.07% | 121 |
|
|
2020
Q4 | – | Sell |
-8,577
| Closed | -$2.16M | – | 145 |
|
|
2020
Q3 | $2.16M | Sell |
8,577
-3,467
| -29% | -$872K | 0.08% | 119 |
|
|
2020
Q2 | $2.26M | Buy |
12,044
+4,656
| +63% | +$872K | 0.06% | 147 |
|
|
2020
Q1 | $1.06M | Buy |
7,388
+691
| +10% | +$99.5K | 0.05% | 122 |
|
|
2019
Q4 | $1.09M | Buy |
6,697
+2,760
| +70% | +$449K | 0.05% | 155 |
|
|
2019
Q3 | $584K | Buy |
3,937
+977
| +33% | +$145K | 0.02% | 154 |
|
|
2019
Q2 | $449K | Buy |
2,960
+280
| +10% | +$42.5K | 0.01% | 265 |
|
|
2019
Q1 | $424K | Buy |
+2,680
| New | +$424K | 0.02% | 212 |
|
|
2016
Q4 | – | Sell |
-3,612
| Closed | -$258K | – | 162 |
|
|
2016
Q3 | $258K | Buy |
+3,612
| New | +$258K | 0.02% | 95 |
|