Kathmere Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
2,061
+868
| +73% | +$237K | 0.04% | 253 |
|
|
2025
Q1 | $320K | Buy |
1,193
+129
| +12% | +$34.6K | 0.03% | 311 |
|
|
2024
Q4 | $356K | Buy |
1,064
+76
| +8% | +$25.4K | 0.03% | 286 |
|
|
2024
Q3 | $270K | Buy |
+988
| New | +$270K | 0.03% | 306 |
|
|
2024
Q2 | – | Sell |
-755
| Closed | -$227K | – | 342 |
|
|
2024
Q1 | $227K | Buy |
+755
| New | +$227K | 0.03% | 285 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$5K | – | 190 |
|
|
2020
Q4 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 344 |
|