Little House Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
9,486
+441
| +5% | +$120K | 0.65% | 45 |
|
|
2025
Q1 | $2.43M | Buy |
9,045
+411
| +5% | +$110K | 0.67% | 45 |
|
|
2024
Q4 | $2.89M | Buy |
8,634
+129
| +2% | +$43.1K | 0.82% | 30 |
|
|
2024
Q3 | $2.33M | Buy |
8,505
+890
| +12% | +$244K | 0.67% | 44 |
|
|
2024
Q2 | $1.96M | Buy |
7,615
+830
| +12% | +$213K | 0.61% | 46 |
|
|
2024
Q1 | $2.04M | Buy |
6,785
+2,088
| +44% | +$629K | 0.68% | 41 |
|
|
2023
Q4 | $1.24M | Hold |
4,697
| – | – | 0.45% | 62 |
|
|
2023
Q3 | $952K | Buy |
4,697
+1,902
| +68% | +$386K | 0.39% | 71 |
|
|
2023
Q2 | $590K | Buy |
2,795
+19
| +0.7% | +$4.01K | 0.25% | 87 |
|
|
2023
Q1 | $555K | Buy |
+2,776
| New | +$555K | 0.26% | 85 |
|
|
2021
Q2 | – | Sell |
-10,098
| Closed | -$2.14M | – | 152 |
|
|
2021
Q1 | $2.14M | Buy |
10,098
+7,131
| +240% | +$1.51M | 0.76% | 47 |
|
|
2020
Q4 | $660K | Buy |
2,967
+366
| +14% | +$81.4K | 0.49% | 60 |
|
|
2020
Q3 | $653K | Sell |
2,601
-225
| -8% | -$56.5K | 0.54% | 57 |
|
|
2020
Q2 | $529K | Sell |
2,826
-104
| -4% | -$19.5K | 0.49% | 58 |
|
|
2020
Q1 | $422K | Buy |
2,930
+637
| +28% | +$91.7K | 0.46% | 55 |
|
|
2019
Q4 | $372K | Buy |
2,293
+121
| +6% | +$19.6K | 0.32% | 72 |
|
|
2019
Q3 | $322K | Sell |
2,172
-157
| -7% | -$23.3K | 0.24% | 87 |
|
|
2019
Q2 | $364 | Buy |
2,329
+8
| +0.3% | +$1 | 0.24% | 87 |
|
|
2019
Q1 | $367K | Buy |
2,321
+664
| +40% | +$105K | 0.28% | 83 |
|
|
2018
Q4 | $227K | Buy |
+1,657
| New | +$227K | 0.22% | 94 |
|