Leavell Investment 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 | $625K | Sell |
2,287
-607
| -21% | -$166K | 0.03% | 365 |
|
|
2025
Q1 | $777K | Buy |
2,894
+426
| +17% | +$114K | 0.04% | 310 |
|
|
2024
Q4 | $826K | Buy |
2,468
+650
| +36% | +$218K | 0.04% | 306 |
|
|
2024
Q3 | $498K | Sell |
1,818
-22
| -1% | -$6.03K | 0.02% | 380 |
|
|
2024
Q2 | $473K | Buy |
1,840
+930
| +102% | +$239K | 0.03% | 364 |
|
|
2024
Q1 | $274K | Buy |
+910
| New | +$274K | 0.02% | 433 |
|
|
2022
Q2 | – | Sell |
-1,482
| Closed | -$315K | – | 430 |
|
|
2022
Q1 | $315K | Sell |
1,482
-762
| -34% | -$162K | 0.02% | 359 |
|
|
2021
Q4 | $570K | Buy |
2,244
+430
| +24% | +$109K | 0.04% | 297 |
|
|
2021
Q3 | $492K | Buy |
1,814
+397
| +28% | +$108K | 0.04% | 288 |
|
|
2021
Q2 | $300K | Hold |
1,417
| – | – | 0.02% | 338 |
|
|
2021
Q1 | $300K | Buy |
+1,417
| New | +$300K | 0.02% | 338 |
|