KP
Keel Point’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
6,719
+63
| +0.9% | +$17.2K | 0.12% | 121 |
|
|
2025
Q1 | $1.79M | Buy |
6,656
+716
| +12% | +$192K | 0.14% | 103 |
|
|
2024
Q4 | $1.99M | Sell |
5,940
-627
| -10% | -$210K | 0.16% | 95 |
|
|
2024
Q3 | $1.8M | Sell |
6,567
-24
| -0.4% | -$6.57K | 0.15% | 105 |
|
|
2024
Q2 | $1.68M | Buy |
6,591
+997
| +18% | +$254K | 0.15% | 104 |
|
|
2024
Q1 | $1.68M | Buy |
5,594
+1,089
| +24% | +$328K | 0.17% | 92 |
|
|
2023
Q4 | $1.19M | Sell |
4,505
-838
| -16% | -$221K | 0.14% | 105 |
|
|
2023
Q3 | $1.08M | Buy |
5,343
+2,740
| +105% | +$556K | 0.15% | 99 |
|
|
2023
Q2 | $550K | Buy |
2,603
+211
| +9% | +$44.6K | 0.07% | 153 |
|
|
2023
Q1 | $478K | Buy |
2,392
+680
| +40% | +$136K | 0.07% | 170 |
|
|
2022
Q4 | $227K | Sell |
1,712
-83
| -5% | -$11K | 0.04% | 257 |
|
|
2022
Q3 | $258K | Sell |
1,795
-53
| -3% | -$7.62K | 0.04% | 195 |
|
|
2022
Q2 | $349K | Sell |
1,848
-31
| -2% | -$5.85K | 0.05% | 180 |
|
|
2022
Q1 | $399K | Sell |
1,879
-670
| -26% | -$142K | 0.06% | 176 |
|
|
2021
Q4 | $648K | Buy |
2,549
+164
| +7% | +$41.7K | 0.07% | 124 |
|
|
2021
Q3 | $647K | Buy |
2,385
+72
| +3% | +$19.5K | 0.08% | 127 |
|
|
2021
Q2 | $565K | Buy |
2,313
+47
| +2% | +$11.5K | 0.06% | 146 |
|
|
2021
Q1 | $480K | Sell |
2,266
-51
| -2% | -$10.8K | 0.05% | 156 |
|
|
2020
Q4 | $516K | Sell |
2,317
-68
| -3% | -$15.1K | 0.05% | 150 |
|
|
2020
Q3 | $599K | Buy |
+2,385
| New | +$599K | 0.05% | 122 |
|
|
2017
Q4 | – | Sell |
-2,242
| Closed | -$209K | – | 167 |
|
|
2017
Q3 | $209K | Buy |
+2,242
| New | +$209K | 0.03% | 150 |
|