Key Financial Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
4,592
+1,990
| +76% | +$543K | 0.25% | 76 |
|
|
2025
Q1 | $698K | Buy |
2,602
+30
| +1% | +$8.05K | 0.15% | 124 |
|
|
2024
Q4 | $860K | Buy |
2,572
+15
| +0.6% | +$5.02K | 0.2% | 100 |
|
|
2024
Q3 | $700K | Buy |
2,557
+10
| +0.4% | +$2.74K | 0.15% | 120 |
|
|
2024
Q2 | $655K | Hold |
2,547
| – | – | 0.16% | 116 |
|
|
2024
Q1 | $767K | Hold |
2,547
| – | – | 0.2% | 94 |
|
|
2023
Q4 | $670K | Sell |
2,547
-20
| -0.8% | -$5.26K | 0.18% | 100 |
|
|
2023
Q3 | $521K | Hold |
2,567
| – | – | 0.18% | 102 |
|
|
2023
Q2 | $542K | Buy |
2,567
+60
| +2% | +$12.7K | 0.18% | 102 |
|
|
2023
Q1 | $501K | Hold |
2,507
| – | – | 0.18% | 101 |
|
|
2022
Q4 | $361K | Hold |
2,507
| – | – | 0.17% | 112 |
|
|
2022
Q3 | $361K | Buy |
2,507
+26
| +1% | +$3.74K | 0.17% | 114 |
|
|
2022
Q2 | $417K | Hold |
2,481
| – | – | 0.23% | 87 |
|
|
2022
Q1 | $527K | Hold |
2,481
| – | – | 0.26% | 74 |
|
|
2021
Q4 | $631K | Buy |
2,481
+19
| +0.8% | +$4.83K | 0.32% | 61 |
|
|
2021
Q3 | $668K | Buy |
2,462
+11
| +0.4% | +$2.99K | 0.38% | 50 |
|
|
2021
Q2 | $593K | Hold |
2,451
| – | – | 0.33% | 58 |
|
|
2021
Q1 | $519K | Hold |
2,451
| – | – | 0.34% | 62 |
|
|
2020
Q4 | $545K | Sell |
2,451
-826
| -25% | -$184K | 0.41% | 52 |
|
|
2020
Q3 | $824K | Hold |
3,277
| – | – | 0.85% | 28 |
|
|
2020
Q2 | $601K | Hold |
3,277
| – | – | 0.69% | 36 |
|
|
2020
Q1 | $491K | Hold |
3,277
| – | – | 0.5% | 37 |
|
|
2019
Q4 | $533K | Buy |
+3,277
| New | +$533K | 0.5% | 49 |
|