Kennedy Investment 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 | $439K | Buy |
1,608
+52
| +3% | +$14.2K | 0.19% | 97 |
|
|
2025
Q1 | $418K | Buy |
1,556
+615
| +65% | +$165K | 0.19% | 94 |
|
|
2024
Q4 | $315K | Sell |
941
-90
| -9% | -$30.1K | 0.14% | 99 |
|
|
2024
Q3 | $282K | Sell |
1,031
-164
| -14% | -$44.9K | 0.13% | 105 |
|
|
2024
Q2 | $307K | Sell |
1,195
-80
| -6% | -$20.6K | 0.16% | 95 |
|
|
2024
Q1 | $384K | Sell |
1,275
-55
| -4% | -$16.6K | 0.2% | 90 |
|
|
2023
Q4 | $350K | Sell |
1,330
-70
| -5% | -$18.4K | 0.2% | 95 |
|
|
2023
Q3 | $284K | Sell |
1,400
-150
| -10% | -$30.4K | 0.17% | 98 |
|
|
2023
Q2 | $327K | Sell |
1,550
-495
| -24% | -$105K | 0.19% | 92 |
|
|
2023
Q1 | $409K | Sell |
2,045
-395
| -16% | -$78.9K | 0.25% | 87 |
|
|
2022
Q4 | $324K | Buy |
+2,440
| New | +$324K | 0.21% | 95 |
|