HKIMG
Hutchens & Kramer Investment Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
1,023
+1
| +0.1% | +$272 | 0.13% | 120 |
|
|
2025
Q1 | $274K | Sell |
1,022
-16
| -2% | -$4.29K | 0.15% | 113 |
|
|
2024
Q4 | $347K | Buy |
1,038
+125
| +14% | +$41.8K | 0.19% | 92 |
|
|
2024
Q3 | $247K | Buy |
913
+24
| +3% | +$6.5K | 0.14% | 133 |
|
|
2024
Q2 | $228K | Buy |
889
+33
| +4% | +$8.46K | 0.13% | 133 |
|
|
2024
Q1 | $259K | Buy |
856
+48
| +6% | +$14.5K | 0.15% | 120 |
|
|
2023
Q4 | $213K | Buy |
+808
| New | +$213K | 0.15% | 116 |
|
|
2022
Q4 | – | Sell |
-1,354
| Closed | -$200K | – | 111 |
|
|
2022
Q3 | $200K | Sell |
1,354
-95
| -7% | -$14K | 0.16% | 89 |
|
|
2022
Q2 | $244K | Buy |
1,449
+55
| +4% | +$9.26K | 0.18% | 90 |
|
|
2022
Q1 | $296K | Sell |
1,394
-4
| -0.3% | -$849 | 0.16% | 90 |
|
|
2021
Q4 | $305K | Buy |
+1,398
| New | +$305K | 0.19% | 81 |
|