Investment House LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
43,513
+10,108
| +30% | +$2.76M | 0.6% | 45 |
|
|
2025
Q1 | $8.96M | Sell |
33,405
-5,699
| -15% | -$1.53M | 0.51% | 58 |
|
|
2024
Q4 | $13.1M | Sell |
39,104
-210
| -0.5% | -$70.2K | 0.71% | 39 |
|
|
2024
Q3 | $10.8M | Buy |
39,314
+27,573
| +235% | +$7.55M | 0.58% | 50 |
|
|
2024
Q2 | $3.02M | Buy |
11,741
+9,348
| +391% | +$2.4M | 0.17% | 88 |
|
|
2024
Q1 | $721K | Buy |
2,393
+100
| +4% | +$30.1K | 0.04% | 141 |
|
|
2023
Q4 | $603K | Hold |
2,293
| – | – | 0.04% | 143 |
|
|
2023
Q3 | $465K | Sell |
2,293
-267
| -10% | -$54.1K | 0.04% | 146 |
|
|
2023
Q2 | $541K | Sell |
2,560
-995
| -28% | -$210K | 0.04% | 144 |
|
|
2023
Q1 | $710K | Sell |
3,555
-2,370
| -40% | -$473K | 0.06% | 127 |
|
|
2022
Q4 | $786K | Sell |
5,925
-6,030
| -50% | -$800K | 0.07% | 108 |
|
|
2022
Q3 | $1.72M | Sell |
11,955
-3,263
| -21% | -$469K | 0.16% | 84 |
|
|
2022
Q2 | $2.51M | Sell |
15,218
-3,503
| -19% | -$578K | 0.22% | 76 |
|
|
2022
Q1 | $3.98M | Sell |
18,721
-605
| -3% | -$128K | 0.29% | 67 |
|
|
2021
Q4 | $4.91M | Buy |
19,326
+3,531
| +22% | +$897K | 0.32% | 63 |
|
|
2021
Q3 | $4.28M | Buy |
15,795
+8,913
| +130% | +$2.42M | 0.31% | 63 |
|
|
2021
Q2 | $1.68M | Buy |
6,882
+1,020
| +17% | +$249K | 0.12% | 98 |
|
|
2021
Q1 | $1.24M | Sell |
5,862
-200
| -3% | -$42.4K | 0.1% | 107 |
|
|
2020
Q4 | $1.35M | Buy |
6,062
+50
| +0.8% | +$11.1K | 0.09% | 114 |
|
|
2020
Q3 | $1.51M | Buy |
6,012
+27
| +0.5% | +$6.79K | 0.12% | 97 |
|
|
2020
Q2 | $1.12M | Sell |
5,985
-240
| -4% | -$45K | 0.1% | 108 |
|
|
2020
Q1 | $896K | Sell |
6,225
-215
| -3% | -$30.9K | 0.1% | 103 |
|
|
2019
Q4 | $1.05M | Hold |
6,440
| – | – | 0.1% | 118 |
|
|
2019
Q3 | $956K | Buy |
6,440
+185
| +3% | +$27.5K | 0.1% | 112 |
|
|
2019
Q2 | $949K | Buy |
6,255
+50
| +0.8% | +$7.59K | 0.1% | 106 |
|
|
2019
Q1 | $983K | Buy |
6,205
+100
| +2% | +$15.8K | 0.11% | 110 |
|
|
2018
Q4 | $836K | Buy |
6,105
+350
| +6% | +$47.9K | 0.1% | 109 |
|
|
2018
Q3 | $915K | Buy |
5,755
+750
| +15% | +$119K | 0.1% | 115 |
|
|
2018
Q2 | $683K | Buy |
5,005
+90
| +2% | +$12.3K | 0.08% | 124 |
|
|
2018
Q1 | $572K | Hold |
4,915
| – | – | 0.07% | 131 |
|
|
2017
Q4 | $502K | Hold |
4,915
| – | – | 0.06% | 137 |
|
|
2017
Q3 | $459K | Hold |
4,915
| – | – | 0.06% | 140 |
|
|
2017
Q2 | $426K | Hold |
4,915
| – | – | 0.06% | 147 |
|
|
2017
Q1 | $405K | Sell |
4,915
-750
| -13% | -$61.8K | 0.06% | 152 |
|
|
2016
Q4 | $388K | Sell |
5,665
-10,990
| -66% | -$753K | 0.06% | 147 |
|
|
2016
Q3 | $1.19M | Sell |
16,655
-30,200
| -64% | -$2.15M | 0.18% | 102 |
|
|
2016
Q2 | $3.72M | Buy |
46,855
+1,380
| +3% | +$110K | 0.6% | 61 |
|
|
2016
Q1 | $3.36M | Buy |
45,475
+20,455
| +82% | +$1.51M | 0.53% | 66 |
|
|
2015
Q4 | $1.96M | Buy |
25,020
+17,595
| +237% | +$1.38M | 0.32% | 87 |
|
|
2015
Q3 | $516K | Hold |
7,425
| – | – | 0.09% | 120 |
|
|
2015
Q2 | $517K | Hold |
7,425
| – | – | 0.08% | 126 |
|
|
2015
Q1 | $496K | Hold |
7,425
| – | – | 0.08% | 121 |
|
|
2014
Q4 | $440K | Sell |
7,425
-250
| -3% | -$14.8K | 0.07% | 127 |
|
|
2014
Q3 | $442K | Hold |
7,675
| – | – | 0.07% | 124 |
|
|
2014
Q2 | $446K | Hold |
7,675
| – | – | 0.08% | 121 |
|
|
2014
Q1 | $438K | Hold |
7,675
| – | – | 0.08% | 122 |
|
|
2013
Q4 | $424K | Hold |
7,675
| – | – | 0.08% | 121 |
|
|
2013
Q3 | $398K | Buy |
7,675
+700
| +10% | +$36.3K | 0.08% | 113 |
|
|
2013
Q2 | $266K | Buy |
+6,975
| New | +$266K | 0.06% | 126 |
|