Klingman & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
3,354
+356
| +12% | +$97.1K | 0.05% | 122 |
|
|
2025
Q1 | $805K | Buy |
2,998
+143
| +5% | +$38.4K | 0.05% | 115 |
|
|
2024
Q4 | $955K | Buy |
2,855
+77
| +3% | +$25.7K | 0.06% | 105 |
|
|
2024
Q3 | $760K | Buy |
2,778
+1,349
| +94% | +$369K | 0.05% | 123 |
|
|
2024
Q2 | $367K | Buy |
1,429
+44
| +3% | +$11.3K | 0.02% | 171 |
|
|
2024
Q1 | $417K | Buy |
1,385
+26
| +2% | +$7.83K | 0.03% | 162 |
|
|
2023
Q4 | $358K | Sell |
1,359
-20
| -1% | -$5.26K | 0.03% | 169 |
|
|
2023
Q3 | $280K | Sell |
1,379
-43
| -3% | -$8.72K | 0.02% | 183 |
|
|
2023
Q2 | $300K | Buy |
1,422
+176
| +14% | +$37.2K | 0.02% | 171 |
|
|
2023
Q1 | $249K | Buy |
+1,246
| New | +$249K | 0.02% | 172 |
|
|
2022
Q3 | – | Sell |
-1,244
| Closed | -$205K | – | 192 |
|
|
2022
Q2 | $205K | Buy |
1,244
+44
| +4% | +$7.25K | 0.02% | 186 |
|
|
2022
Q1 | $255K | Sell |
1,200
-402
| -25% | -$85.4K | 0.02% | 175 |
|
|
2021
Q4 | $407K | Buy |
1,602
+8
| +0.5% | +$2.03K | 0.04% | 123 |
|
|
2021
Q3 | $432K | Buy |
1,594
+165
| +12% | +$44.7K | 0.04% | 110 |
|
|
2021
Q2 | $349K | Buy |
1,429
+125
| +10% | +$30.5K | 0.03% | 122 |
|
|
2021
Q1 | $276K | Buy |
+1,304
| New | +$276K | 0.03% | 140 |
|
|
2016
Q4 | – | Sell |
-80
| Closed | -$6K | – | 146 |
|
|
2016
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 318 |
|
|
2016
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 317 |
|
|
2016
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 318 |
|
|
2015
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 328 |
|
|
2015
Q3 | $5K | Sell |
80
-546
| -87% | -$34.1K | ﹤0.01% | 359 |
|
|
2015
Q2 | $44K | Buy |
626
+546
| +683% | +$38.4K | 0.02% | 185 |
|
|
2015
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 312 |
|
|
2014
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 331 |
|