HUB Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
66,206
+601
| +0.9% | +$164K | 0.6% | 35 |
|
|
2025
Q1 | $17.6M | Sell |
65,605
-202
| -0.3% | -$54.2K | 0.7% | 35 |
|
|
2024
Q4 | $22M | Sell |
65,807
-5,743
| -8% | -$1.92M | 0.92% | 23 |
|
|
2024
Q3 | $19.6M | Sell |
71,550
-754
| -1% | -$206K | 0.85% | 26 |
|
|
2024
Q2 | $18.6M | Buy |
72,304
+238
| +0.3% | +$61.2K | 0.7% | 25 |
|
|
2024
Q1 | $21.7M | Buy |
72,066
+1,489
| +2% | +$448K | 1.18% | 16 |
|
|
2023
Q4 | $18.6M | Buy |
70,577
+66,001
| +1,442% | +$17.4M | 1.27% | 14 |
|
|
2023
Q3 | $928K | Buy |
4,576
+574
| +14% | +$116K | 0.14% | 92 |
|
|
2023
Q2 | $845K | Sell |
4,002
-151
| -4% | -$31.9K | 0.14% | 101 |
|
|
2023
Q1 | $830K | Buy |
+4,153
| New | +$830K | 0.17% | 95 |
|
|
2022
Q4 | – | Sell |
-4,099
| Closed | -$590K | – | 121 |
|
|
2022
Q3 | $590K | Buy |
+4,099
| New | +$590K | 0.18% | 93 |
|
|
2022
Q2 | – | Sell |
-1,209
| Closed | -$257K | – | 165 |
|
|
2022
Q1 | $257K | Sell |
1,209
-460
| -28% | -$97.8K | 0.06% | 149 |
|
|
2021
Q4 | $424K | Sell |
1,669
-420
| -20% | -$107K | 0.1% | 124 |
|
|
2021
Q3 | $567K | Buy |
2,089
+13
| +0.6% | +$3.53K | 0.13% | 114 |
|
|
2021
Q2 | $507K | Buy |
2,076
+85
| +4% | +$20.8K | 0.14% | 119 |
|
|
2021
Q1 | $422K | Buy |
1,991
+858
| +76% | +$182K | 0.12% | 132 |
|
|
2020
Q4 | $285K | Buy |
+1,133
| New | +$285K | 0.13% | 120 |
|