Kirtland Hills 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 | $1.78M | Buy |
6,528
+155
| +2% | +$42.3K | 0.82% | 41 |
|
2025
Q1 | $1.58M | Buy |
6,373
+1,380
| +28% | +$341K | 0.96% | 31 |
|
2024
Q4 | $1.67M | Buy |
4,993
+710
| +17% | +$237K | 1.07% | 27 |
|
2024
Q3 | $1.17M | Buy |
4,283
+970
| +29% | +$265K | 0.65% | 46 |
|
2024
Q2 | $852K | Buy |
3,313
+159
| +5% | +$40.9K | 0.71% | 50 |
|
2024
Q1 | $878K | Buy |
+3,154
| New | +$878K | 0.76% | 48 |
|