Koshinski Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
7,676
+494
| +7% | +$135K | 0.16% | 134 |
|
|
2025
Q1 | $1.93M | Buy |
7,182
+92
| +1% | +$24.7K | 0.16% | 135 |
|
|
2024
Q4 | $2.37B | Buy |
7,090
+222
| +3% | +$74.2M | 0.2% | 104 |
|
|
2024
Q3 | $1.88M | Hold |
6,868
| – | – | 0.16% | 127 |
|
|
2024
Q2 | $1.73M | Sell |
6,868
-978
| -12% | -$247K | 0.16% | 131 |
|
|
2024
Q1 | $2.36M | Sell |
7,846
-221
| -3% | -$66.6K | 0.24% | 91 |
|
|
2023
Q4 | $2.12M | Buy |
8,067
+981
| +14% | +$258K | 0.32% | 79 |
|
|
2023
Q3 | $1.44M | Sell |
7,086
-75
| -1% | -$15.2K | 0.17% | 130 |
|
|
2023
Q2 | $1.51M | Sell |
7,161
-2,554
| -26% | -$540K | 0.16% | 134 |
|
|
2023
Q1 | $1.94M | Buy |
9,715
+54
| +0.6% | +$10.8K | 0.19% | 119 |
|
|
2022
Q4 | $1.28M | Sell |
9,661
-754
| -7% | -$100K | 0.12% | 180 |
|
|
2022
Q3 | $1.5M | Buy |
10,415
+490
| +5% | +$70.5K | 0.18% | 138 |
|
|
2022
Q2 | $1.64M | Buy |
9,925
+144
| +1% | +$23.8K | 0.16% | 149 |
|
|
2022
Q1 | $2.08M | Sell |
9,781
-270
| -3% | -$57.3K | 0.17% | 135 |
|
|
2021
Q4 | $2.55M | Sell |
10,051
-1,712
| -15% | -$435K | 0.21% | 106 |
|
|
2021
Q3 | $3.19M | Buy |
11,763
+4,467
| +61% | +$1.21M | 0.28% | 85 |
|
|
2021
Q2 | $1.78M | Sell |
7,296
-4,431
| -38% | -$1.08M | 0.22% | 106 |
|
|
2021
Q1 | $2.49M | Buy |
11,727
+708
| +6% | +$150K | 0.26% | 94 |
|
|
2020
Q4 | $2.45M | Buy |
11,019
+162
| +1% | +$36K | 0.31% | 79 |
|
|
2020
Q3 | $2.9K | Sell |
10,857
-1,214
| -10% | -$324 | 0.39% | 59 |
|
|
2020
Q2 | $2.26M | Buy |
12,071
+1,137
| +10% | +$213K | 0.37% | 68 |
|
|
2020
Q1 | $1.57M | Buy |
10,934
+339
| +3% | +$48.8K | 0.33% | 79 |
|
|
2019
Q4 | $1.72M | Buy |
+10,595
| New | +$1.72M | 0.3% | 94 |
|
|
2019
Q3 | – | Sell |
-8,402
| Closed | -$1.28M | – | 168 |
|
|
2019
Q2 | $1.28M | Sell |
8,402
-1,537
| -15% | -$233K | 0.52% | 53 |
|
|
2019
Q1 | $1.57K | Sell |
9,939
-15,037
| -60% | -$2.38K | 0.42% | 62 |
|
|
2018
Q4 | $3.42M | Sell |
24,976
-22,315
| -47% | -$3.06M | 0.84% | 18 |
|
|
2018
Q3 | $7.52M | Buy |
47,291
+23,182
| +96% | +$3.69M | 1.07% | 6 |
|
|
2018
Q2 | $3.29M | Buy |
24,109
+1,468
| +6% | +$200K | 1% | 10 |
|
|
2018
Q1 | $2.63M | Buy |
22,641
+2,739
| +14% | +$319K | 0.82% | 16 |
|
|
2017
Q4 | $2.04M | Buy |
19,902
+878
| +5% | +$89.8K | 0.51% | 44 |
|
|
2017
Q3 | $1.78M | Buy |
19,024
+13,765
| +262% | +$1.29M | 0.58% | 42 |
|
|
2017
Q2 | $455K | Buy |
+5,259
| New | +$455K | 0.17% | 203 |
|