Keystone Financial Group (Kentucky)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
1,484
-14
| -0.9% | -$3.82K | 0.04% | 260 |
|
|
2025
Q1 | $402K | Sell |
1,498
-8
| -0.5% | -$2.15K | 0.04% | 245 |
|
|
2024
Q4 | $503K | Buy |
1,506
+5
| +0.3% | +$1.67K | 0.05% | 213 |
|
|
2024
Q3 | $411K | Sell |
1,501
-37
| -2% | -$10.1K | 0.05% | 225 |
|
|
2024
Q2 | $395K | Sell |
1,538
-206
| -12% | -$52.9K | 0.14% | 105 |
|
|
2024
Q1 | $525K | Buy |
1,744
+87
| +5% | +$26.2K | 0.08% | 167 |
|
|
2023
Q4 | $436K | Sell |
1,657
-235
| -12% | -$61.8K | 0.08% | 166 |
|
|
2023
Q3 | $384K | Sell |
1,892
-87
| -4% | -$17.6K | 0.06% | 183 |
|
|
2023
Q2 | $418K | Buy |
+1,979
| New | +$418K | 0.07% | 174 |
|
|
2022
Q4 | $278K | Sell |
2,094
-450
| -18% | -$59.7K | 0.05% | 217 |
|
|
2022
Q3 | $366K | Buy |
2,544
+271
| +12% | +$39K | 0.07% | 177 |
|
|
2022
Q2 | $375K | Sell |
2,273
-295
| -11% | -$48.7K | 0.07% | 182 |
|
|
2022
Q1 | $545K | Buy |
+2,568
| New | +$545K | 0.09% | 150 |
|
|
2021
Q4 | – | Sell |
-779
| Closed | -$211K | – | 307 |
|
|
2021
Q3 | $211K | Buy |
+779
| New | +$211K | 0.04% | 272 |
|