LCM Capital Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
4,183
+19
+0.5% +$5.18K 0.59% 30
2025
Q1
$1.12M Buy
4,164
+102
+3% +$27.4K 0.66% 29
2024
Q4
$1.36M Buy
4,062
+116
+3% +$38.8K 0.77% 22
2024
Q3
$1.08M Buy
3,946
+74
+2% +$20.3K 0.62% 32
2024
Q2
$995K Buy
3,872
+75
+2% +$19.3K 0.62% 30
2024
Q1
$1.14M Sell
3,797
-4
-0.1% -$1.21K 0.74% 26
2023
Q4
$1M Buy
3,801
+12
+0.3% +$3.16K 0.72% 25
2023
Q3
$768K Buy
3,789
+210
+6% +$42.6K 0.63% 29
2023
Q2
$756K Buy
3,579
+44
+1% +$9.3K 0.61% 32
2023
Q1
$706K Buy
3,535
+148
+4% +$29.6K 0.62% 32
2022
Q4
$449K Buy
3,387
+91
+3% +$12.1K 0.44% 40
2022
Q3
$474K Sell
3,296
-9
-0.3% -$1.29K 0.5% 38
2022
Q2
$545K Buy
3,305
+79
+2% +$13K 0.54% 36
2022
Q1
$685K Buy
3,226
+42
+1% +$8.92K 0.55% 34
2021
Q4
$809K Buy
3,184
+143
+5% +$36.3K 0.63% 31
2021
Q3
$825K Sell
3,041
-24
-0.8% -$6.51K 0.7% 23
2021
Q2
$749K Buy
3,065
+63
+2% +$15.4K 0.62% 31
2021
Q1
$636K Sell
3,002
-122
-4% -$25.8K 0.57% 36
2020
Q4
$699K Buy
+3,124
New +$699K 0.67% 26