KFC
Klingenstein Fields & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
1,097
| – | – | 0.01% | 151 |
|
|
2025
Q1 | $294K | Buy |
1,097
+6
| +0.5% | +$1.61K | 0.01% | 150 |
|
|
2024
Q4 | $365K | Sell |
1,091
-18
| -2% | -$6.02K | 0.01% | 131 |
|
|
2024
Q3 | $304K | Sell |
1,109
-5
| -0.4% | -$1.37K | 0.01% | 149 |
|
|
2024
Q2 | $286K | Hold |
1,114
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $336K | Hold |
1,114
| – | – | 0.01% | 144 |
|
|
2023
Q4 | $293K | Hold |
1,114
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $226K | Sell |
1,114
-75
| -6% | -$15.2K | 0.01% | 164 |
|
|
2023
Q2 | $251K | Hold |
1,189
| – | – | 0.01% | 153 |
|
|
2023
Q1 | $238K | Buy |
+1,189
| New | +$238K | 0.01% | 153 |
|
|
2022
Q4 | – | Sell |
-3,490
| Closed | -$502K | – | 177 |
|
|
2022
Q3 | $502K | Sell |
3,490
-112,153
| -97% | -$16.1M | 0.03% | 114 |
|
|
2022
Q2 | $19.1M | Buy |
115,643
+2,053
| +2% | +$339K | 0.99% | 39 |
|
|
2022
Q1 | $24.1M | Buy |
113,590
+1,749
| +2% | +$371K | 1.03% | 39 |
|
|
2021
Q4 | $28.4M | Sell |
111,841
-472
| -0.4% | -$120K | 1.14% | 36 |
|
|
2021
Q3 | $30.5M | Buy |
112,313
+119
| +0.1% | +$32.3K | 1.3% | 26 |
|
|
2021
Q2 | $27.4M | Buy |
112,194
+1,728
| +2% | +$422K | 1.13% | 29 |
|
|
2021
Q1 | $23.4M | Buy |
110,466
+2,307
| +2% | +$489K | 1.06% | 37 |
|
|
2020
Q4 | $24.1M | Sell |
108,159
-656
| -0.6% | -$146K | 1.09% | 34 |
|
|
2020
Q3 | $27.3M | Buy |
108,815
+1,383
| +1% | +$348K | 1.37% | 22 |
|
|
2020
Q2 | $20.1M | Buy |
107,432
+1,890
| +2% | +$354K | 1.1% | 32 |
|
|
2020
Q1 | $15.2M | Sell |
105,542
-2,683
| -2% | -$386K | 0.99% | 40 |
|
|
2019
Q4 | $17.6M | Sell |
108,225
-2,309
| -2% | -$376K | 0.89% | 43 |
|
|
2019
Q3 | $16.4M | Buy |
110,534
+174
| +0.2% | +$25.8K | 0.87% | 47 |
|
|
2019
Q2 | $16.7M | Buy |
110,360
+5,693
| +5% | +$864K | 0.87% | 46 |
|
|
2019
Q1 | $16.6M | Sell |
104,667
-22,604
| -18% | -$3.58M | 0.89% | 41 |
|
|
2018
Q4 | $17.4M | Buy |
+127,271
| New | +$17.4M | 0.74% | 47 |
|