KG&L Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
4,254
-1,058
| -20% | -$289K | 0.34% | 63 |
|
|
2025
Q1 | $1.43M | Buy |
5,312
+1,924
| +57% | +$516K | 0.46% | 50 |
|
|
2024
Q4 | $1.13M | Buy |
3,388
+1
| +0% | +$334 | 0.36% | 60 |
|
|
2024
Q3 | $927K | Buy |
3,387
+308
| +10% | +$84.3K | 0.3% | 75 |
|
|
2024
Q2 | $792K | Buy |
3,079
+1,563
| +103% | +$402K | 0.27% | 81 |
|
|
2024
Q1 | $457K | Sell |
1,516
-50
| -3% | -$15.1K | 0.18% | 118 |
|
|
2023
Q4 | $412K | Sell |
1,566
-1,941
| -55% | -$511K | 0.17% | 113 |
|
|
2023
Q3 | $711K | Sell |
3,507
-581
| -14% | -$118K | 0.34% | 64 |
|
|
2023
Q2 | $864K | Sell |
4,088
-549
| -12% | -$116K | 0.41% | 51 |
|
|
2023
Q1 | $926K | Sell |
4,637
-758
| -14% | -$151K | 0.49% | 47 |
|
|
2022
Q4 | $715K | Sell |
5,395
-836
| -13% | -$111K | 0.41% | 57 |
|
|
2022
Q3 | $896K | Sell |
6,231
-759
| -11% | -$109K | 0.51% | 47 |
|
|
2022
Q2 | $1.15M | Sell |
6,990
-5,668
| -45% | -$936K | 0.62% | 40 |
|
|
2022
Q1 | $2.69M | Buy |
12,658
+4,429
| +54% | +$941K | 1.12% | 23 |
|
|
2021
Q4 | $2.09M | Sell |
8,229
-4,822
| -37% | -$1.23M | 0.84% | 32 |
|
|
2021
Q3 | $3.54M | Buy |
13,051
+113
| +0.9% | +$30.7K | 1.55% | 13 |
|
|
2021
Q2 | $3.16M | Sell |
12,938
-1,550
| -11% | -$379K | 1.44% | 17 |
|
|
2021
Q1 | $3.07M | Buy |
14,488
+4,140
| +40% | +$877K | 1.53% | 18 |
|
|
2020
Q4 | $2.3M | Buy |
+10,348
| New | +$2.3M | 1.25% | 21 |
|