Leelyn Smith’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
7,868
+622
| +9% | +$170K | 0.35% | 78 |
|
|
2025
Q1 | $1.94M | Buy |
7,246
+151
| +2% | +$40.5K | 0.35% | 78 |
|
|
2024
Q4 | $2.37M | Buy |
7,095
+172
| +2% | +$57.5K | 0.42% | 69 |
|
|
2024
Q3 | $1.89M | Buy |
6,923
+246
| +4% | +$67.3K | 0.34% | 77 |
|
|
2024
Q2 | $1.72M | Buy |
6,677
+496
| +8% | +$128K | 0.33% | 80 |
|
|
2024
Q1 | $1.86M | Sell |
6,181
-43
| -0.7% | -$13K | 0.37% | 76 |
|
|
2023
Q4 | $1.64M | Buy |
6,224
+96
| +2% | +$25.3K | 0.36% | 73 |
|
|
2023
Q3 | $1.24M | Sell |
6,128
-104
| -2% | -$21.1K | 0.3% | 76 |
|
|
2023
Q2 | $1.32M | Buy |
6,232
+33
| +0.5% | +$6.97K | 0.32% | 74 |
|
|
2023
Q1 | $1.24M | Buy |
6,199
+405
| +7% | +$80.9K | 0.32% | 71 |
|
|
2022
Q4 | $768K | Buy |
5,794
+1,890
| +48% | +$251K | 0.21% | 77 |
|
|
2022
Q3 | $562K | Sell |
3,904
-1,209
| -24% | -$174K | 0.19% | 75 |
|
|
2022
Q2 | $844K | Buy |
5,113
+225
| +5% | +$37.1K | 0.22% | 75 |
|
|
2022
Q1 | $1.04M | Buy |
4,888
+92
| +2% | +$19.5K | 0.27% | 78 |
|
|
2021
Q4 | $1.22M | Buy |
4,796
+327
| +7% | +$83.1K | 0.33% | 74 |
|
|
2021
Q3 | $1.21M | Sell |
4,469
-244
| -5% | -$66.2K | 0.35% | 70 |
|
|
2021
Q2 | $1.15M | Sell |
4,713
-1,250
| -21% | -$305K | 0.34% | 71 |
|
|
2021
Q1 | $1.26M | Buy |
5,963
+697
| +13% | +$148K | 0.38% | 71 |
|
|
2020
Q4 | $1.17M | Buy |
5,266
+699
| +15% | +$156K | 0.37% | 70 |
|
|
2020
Q3 | $1.15M | Buy |
4,567
+296
| +7% | +$74.4K | 0.41% | 68 |
|
|
2020
Q2 | $799K | Buy |
4,271
+878
| +26% | +$164K | 0.33% | 71 |
|
|
2020
Q1 | $489K | Buy |
3,393
+355
| +12% | +$51.2K | 0.26% | 73 |
|
|
2019
Q4 | $494 | Buy |
+3,038
| New | +$494 | 0.24% | 75 |
|