Kuhn & Co Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Hold |
2,467
| – | – | 0.51% | 66 |
|
|
2025
Q1 | $662K | Hold |
2,467
| – | – | 0.56% | 64 |
|
|
2024
Q4 | $825K | Hold |
2,467
| – | – | 0.7% | 43 |
|
|
2024
Q3 | $675K | Hold |
2,467
| – | – | 0.58% | 58 |
|
|
2024
Q2 | $634K | Sell |
2,467
-14
| -0.6% | -$3.6K | 0.57% | 54 |
|
|
2024
Q1 | $747K | Hold |
2,481
| – | – | 0.7% | 46 |
|
|
2023
Q4 | $653K | Buy |
+2,481
| New | +$653K | 0.67% | 48 |
|