Kayne Anderson Rudnick Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
2,489
+68
| +3% | +$18.5K | ﹤0.01% | 407 |
|
|
2025
Q1 | $650K | Buy |
2,421
+1,075
| +80% | +$289K | ﹤0.01% | 408 |
|
|
2024
Q4 | $450K | Buy |
1,346
+356
| +36% | +$119K | ﹤0.01% | 417 |
|
|
2024
Q3 | $271K | Hold |
990
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $255K | Buy |
990
+13
| +1% | +$3.35K | ﹤0.01% | 446 |
|
|
2024
Q1 | $294K | Sell |
977
-7
| -0.7% | -$2.11K | ﹤0.01% | 439 |
|
|
2023
Q4 | $259K | Buy |
984
+275
| +39% | +$72.4K | ﹤0.01% | 421 |
|
|
2023
Q3 | $144K | Hold |
709
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $150K | Buy |
709
+23
| +3% | +$4.86K | ﹤0.01% | 442 |
|
|
2023
Q1 | $137K | Buy |
686
+8
| +1% | +$1.6K | ﹤0.01% | 441 |
|
|
2022
Q4 | $89.9K | Hold |
678
| – | – | ﹤0.01% | 469 |
|
|
2022
Q3 | $98K | Sell |
678
-7
| -1% | -$1.01K | ﹤0.01% | 450 |
|
|
2022
Q2 | $113K | Sell |
685
-48
| -7% | -$7.92K | ﹤0.01% | 438 |
|
|
2022
Q1 | $156K | Sell |
733
-94
| -11% | -$20K | ﹤0.01% | 413 |
|
|
2021
Q4 | $210K | Buy |
827
+24
| +3% | +$6.09K | ﹤0.01% | 407 |
|
|
2021
Q3 | $218K | Buy |
803
+258
| +47% | +$70K | ﹤0.01% | 399 |
|
|
2021
Q2 | $133K | Hold |
545
| – | – | ﹤0.01% | 418 |
|
|
2021
Q1 | $115K | Buy |
545
+147
| +37% | +$31K | ﹤0.01% | 414 |
|
|
2020
Q4 | $89K | Buy |
398
+161
| +68% | +$36K | ﹤0.01% | 411 |
|
|
2020
Q3 | $60K | Sell |
237
-52
| -18% | -$13.2K | ﹤0.01% | 412 |
|
|
2020
Q2 | $54K | Hold |
289
| – | – | ﹤0.01% | 398 |
|
|
2020
Q1 | $42K | Buy |
289
+200
| +225% | +$29.1K | ﹤0.01% | 400 |
|
|
2019
Q4 | $14K | Buy |
89
+18
| +25% | +$2.83K | ﹤0.01% | 416 |
|
|
2019
Q3 | $11K | Buy |
71
+19
| +37% | +$2.94K | ﹤0.01% | 402 |
|
|
2019
Q2 | $8K | Buy |
+52
| New | +$8K | ﹤0.01% | 408 |
|