Howe & Rusling’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
981
-55
| -5% | -$15K | 0.02% | 244 |
|
|
2025
Q1 | $278K | Sell |
1,036
-1
| -0.1% | -$268 | 0.02% | 223 |
|
|
2024
Q4 | $347K | Buy |
1,037
+2
| +0.2% | +$669 | 0.03% | 197 |
|
|
2024
Q3 | $283K | Buy |
+1,035
| New | +$283K | 0.02% | 215 |
|
|
2024
Q2 | – | Sell |
-716
| Closed | -$216K | – | 368 |
|
|
2024
Q1 | $216K | Buy |
+716
| New | +$216K | 0.02% | 241 |
|
|
2022
Q4 | – | Sell |
-665
| Closed | -$96K | – | 479 |
|
|
2022
Q3 | $96K | Sell |
665
-37
| -5% | -$5.34K | 0.01% | 258 |
|
|
2022
Q2 | $116K | Sell |
702
-54
| -7% | -$8.92K | 0.01% | 240 |
|
|
2022
Q1 | $161K | Buy |
756
+15
| +2% | +$3.19K | 0.02% | 218 |
|
|
2021
Q4 | $188K | Hold |
741
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $201K | Sell |
741
-4
| -0.5% | -$1.09K | 0.03% | 191 |
|
|
2021
Q2 | $182K | Hold |
745
| – | – | 0.02% | 196 |
|
|
2021
Q1 | $158K | Hold |
745
| – | – | 0.02% | 195 |
|
|
2020
Q4 | $166K | Hold |
745
| – | – | 0.03% | 182 |
|
|
2020
Q3 | $187K | Buy |
745
+375
| +101% | +$94.1K | 0.03% | 158 |
|
|
2020
Q2 | $69K | Buy |
370
+100
| +37% | +$18.6K | 0.01% | 221 |
|
|
2020
Q1 | $39K | Buy |
270
+28
| +12% | +$4.04K | 0.01% | 274 |
|
|
2019
Q4 | $39K | Hold |
242
| – | – | 0.01% | 315 |
|
|
2019
Q3 | $36K | Hold |
242
| – | – | 0.01% | 325 |
|
|
2019
Q2 | $37K | Hold |
242
| – | – | 0.01% | 321 |
|
|
2019
Q1 | $38K | Hold |
242
| – | – | 0.01% | 307 |
|
|
2018
Q4 | $33K | Hold |
242
| – | – | 0.01% | 292 |
|
|
2018
Q3 | $38K | Buy |
+242
| New | +$38K | 0.01% | 303 |
|
|
2013
Q4 | – | Sell |
-1,053
| Closed | -$55K | – | 822 |
|
|
2013
Q3 | $55K | Buy |
1,053
+92
| +10% | +$4.81K | 0.02% | 306 |
|
|
2013
Q2 | $37K | Buy |
+961
| New | +$37K | 0.01% | 383 |
|