Laffer Tengler Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
2,130
+1,347
| +172% | +$367K | 0.1% | 117 |
|
|
2025
Q1 | $210K | Hold |
783
| – | – | 0.04% | 127 |
|
|
2024
Q4 | $262K | Sell |
783
-1,303
| -62% | -$436K | 0.05% | 122 |
|
|
2024
Q3 | $571K | Sell |
2,086
-53
| -2% | -$14.5K | 0.12% | 115 |
|
|
2024
Q2 | $550K | Sell |
2,139
-2,367
| -53% | -$609K | 0.12% | 112 |
|
|
2024
Q1 | $1.36M | Sell |
4,506
-1,692
| -27% | -$510K | 0.35% | 80 |
|
|
2023
Q4 | $1.63M | Buy |
6,198
+588
| +10% | +$155K | 0.43% | 78 |
|
|
2023
Q3 | $1.14M | Sell |
5,610
-1,219
| -18% | -$247K | 0.33% | 84 |
|
|
2023
Q2 | $1.44M | Buy |
6,829
+130
| +2% | +$27.5K | 0.38% | 84 |
|
|
2023
Q1 | $1.34M | Sell |
6,699
-4,280
| -39% | -$855K | 0.36% | 81 |
|
|
2022
Q4 | $1.46M | Buy |
10,979
+1,121
| +11% | +$149K | 0.42% | 77 |
|
|
2022
Q3 | $1.42M | Sell |
9,858
-456
| -4% | -$65.6K | 0.52% | 75 |
|
|
2022
Q2 | $1.7M | Buy |
10,314
+1,426
| +16% | +$235K | 0.6% | 70 |
|
|
2022
Q1 | $1.89M | Buy |
8,888
+167
| +2% | +$35.5K | 0.57% | 72 |
|
|
2021
Q4 | $2.22M | Buy |
8,721
+220
| +3% | +$55.9K | 0.64% | 62 |
|
|
2021
Q3 | $2.31M | Buy |
8,501
+1,397
| +20% | +$379K | 0.67% | 54 |
|
|
2021
Q2 | $1.74M | Sell |
7,104
-124
| -2% | -$30.3K | 0.65% | 63 |
|
|
2021
Q1 | $1.53M | Buy |
7,228
+4,038
| +127% | +$856K | 0.58% | 66 |
|
|
2020
Q4 | $709K | Buy |
3,190
+878
| +38% | +$195K | 0.3% | 89 |
|
|
2020
Q3 | $581K | Buy |
2,312
+168
| +8% | +$42.2K | 0.29% | 84 |
|
|
2020
Q2 | $402K | Buy |
2,144
+1,266
| +144% | +$237K | 0.23% | 92 |
|
|
2020
Q1 | $126K | Buy |
878
+441
| +101% | +$63.5K | 0.1% | 114 |
|
|
2019
Q4 | $71.1K | Buy |
+437
| New | +$71.1K | 0.05% | 130 |
|