KTM
Keeler Thomas Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,331
| Closed | -$2.5M | – | 110 |
|
|
2025
Q1 | $2.5M | Sell |
9,331
-5,013
| -35% | -$1.35M | 1.23% | 26 |
|
|
2024
Q4 | $4.8M | Sell |
14,344
-256
| -2% | -$85.6K | 1.71% | 29 |
|
|
2024
Q3 | $4M | Buy |
14,600
+3,154
| +28% | +$863K | 1.26% | 40 |
|
|
2024
Q2 | $2.94M | Buy |
11,446
+5,131
| +81% | +$1.32M | 1% | 44 |
|
|
2024
Q1 | $1.95M | Sell |
6,315
-385
| -6% | -$119K | 0.67% | 50 |
|
|
2023
Q4 | $1.76M | Buy |
6,700
+1,457
| +28% | +$383K | 0.7% | 48 |
|
|
2023
Q3 | $1.06M | Sell |
5,243
-712
| -12% | -$144K | 0.39% | 53 |
|
|
2023
Q2 | $1.26M | Sell |
5,955
-453
| -7% | -$95.7K | 0.51% | 47 |
|
|
2023
Q1 | $1.28M | Sell |
6,408
-1,461
| -19% | -$292K | 0.6% | 47 |
|
|
2022
Q4 | $1.04M | Sell |
7,869
-1,099
| -12% | -$146K | 0.53% | 49 |
|
|
2022
Q3 | $1.29M | Buy |
+8,968
| New | +$1.29M | 0.65% | 43 |
|
|
2022
Q2 | – | Sell |
-6,058
| Closed | -$1.29M | – | 70 |
|
|
2022
Q1 | $1.29M | Buy |
+6,058
| New | +$1.29M | 0.62% | 40 |
|