Kavar Capital Partners Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
1,041
| – | – | 0.04% | 160 |
|
|
2025
Q1 | $279K | Buy |
1,041
+1
| +0.1% | +$268 | 0.05% | 146 |
|
|
2024
Q4 | $348K | Sell |
1,040
-100
| -9% | -$33.4K | 0.06% | 132 |
|
|
2024
Q3 | $312K | Hold |
1,140
| – | – | 0.05% | 142 |
|
|
2024
Q2 | $293K | Sell |
1,140
-38
| -3% | -$9.77K | 0.05% | 134 |
|
|
2024
Q1 | $355K | Sell |
1,178
-1,178
| -50% | -$355K | 0.07% | 125 |
|
|
2023
Q4 | $620K | Buy |
2,356
+1,178
| +100% | +$310K | 0.07% | 121 |
|
|
2023
Q3 | $239K | Sell |
1,178
-177
| -13% | -$35.9K | 0.05% | 137 |
|
|
2023
Q2 | $286K | Sell |
1,355
-638
| -32% | -$135K | 0.06% | 121 |
|
|
2023
Q1 | $398K | Sell |
1,993
-100
| -5% | -$20K | 0.09% | 114 |
|
|
2022
Q4 | $278K | Buy |
2,093
+100
| +5% | +$13.3K | 0.06% | 121 |
|
|
2022
Q3 | $287K | Sell |
1,993
-70
| -3% | -$10.1K | 0.07% | 121 |
|
|
2022
Q2 | $340K | Hold |
2,063
| – | – | 0.08% | 130 |
|
|
2022
Q1 | $438K | Buy |
2,063
+170
| +9% | +$36.1K | 0.09% | 115 |
|
|
2021
Q4 | $481K | Buy |
1,893
+180
| +11% | +$45.7K | 0.1% | 114 |
|
|
2021
Q3 | $465K | Buy |
1,713
+114
| +7% | +$30.9K | 0.11% | 121 |
|
|
2021
Q2 | $391K | Hold |
1,599
| – | – | 0.09% | 123 |
|
|
2021
Q1 | $339K | Buy |
1,599
+100
| +7% | +$21.2K | 0.09% | 116 |
|
|
2020
Q4 | $334K | Hold |
1,499
| – | – | 0.1% | 125 |
|
|
2020
Q3 | $377K | Buy |
1,499
+86
| +6% | +$21.6K | 0.13% | 112 |
|
|
2020
Q2 | $265K | Hold |
1,413
| – | – | 0.1% | 109 |
|
|
2020
Q1 | $203K | Buy |
1,413
+139
| +11% | +$20K | 0.1% | 111 |
|
|
2019
Q4 | $207K | Buy |
+1,274
| New | +$207K | 0.08% | 125 |
|
|
2019
Q3 | – | Sell |
-1,274
| Closed | -$193K | – | 197 |
|
|
2019
Q2 | $193K | Buy |
1,274
+8
| +0.6% | +$1.21K | 0.08% | 126 |
|
|
2019
Q1 | $200K | Buy |
+1,266
| New | +$200K | 0.09% | 122 |
|