Luther King Capital Management (LKCM)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78M | Sell |
285,896
-1,752
| -0.6% | -$478K | 0.34% | 69 |
|
|
2025
Q1 | $77.2M | Buy |
287,648
+31,954
| +12% | +$8.58M | 0.36% | 70 |
|
|
2024
Q4 | $85.5M | Buy |
255,694
+10,191
| +4% | +$3.41M | 0.37% | 68 |
|
|
2024
Q3 | $67.2M | Sell |
245,503
-14,220
| -5% | -$3.89M | 0.29% | 81 |
|
|
2024
Q2 | $66.8M | Sell |
259,723
-9,998
| -4% | -$2.57M | 0.3% | 73 |
|
|
2024
Q1 | $81.2M | Buy |
269,721
+25,250
| +10% | +$7.6M | 0.37% | 69 |
|
|
2023
Q4 | $64.3M | Buy |
244,471
+7,847
| +3% | +$2.06M | 0.31% | 75 |
|
|
2023
Q3 | $48M | Buy |
236,624
+14,669
| +7% | +$2.97M | 0.25% | 89 |
|
|
2023
Q2 | $46.9M | Sell |
221,955
-2,139
| -1% | -$452K | 0.23% | 90 |
|
|
2023
Q1 | $44.8M | Buy |
224,094
+3,585
| +2% | +$716K | 0.24% | 89 |
|
|
2022
Q4 | $29.2M | Sell |
220,509
-125,127
| -36% | -$16.6M | 0.16% | 104 |
|
|
2022
Q3 | $49.7M | Sell |
345,636
-24,865
| -7% | -$3.58M | 0.3% | 85 |
|
|
2022
Q2 | $61.1M | Sell |
370,501
-57,599
| -13% | -$9.51M | 0.34% | 77 |
|
|
2022
Q1 | $90.9M | Buy |
428,100
+4,006
| +0.9% | +$851K | 0.44% | 70 |
|
|
2021
Q4 | $108M | Buy |
424,094
+15,682
| +4% | +$3.99M | 0.49% | 65 |
|
|
2021
Q3 | $111M | Buy |
408,412
+30,475
| +8% | +$8.27M | 0.54% | 59 |
|
|
2021
Q2 | $92.3M | Buy |
377,937
+34,205
| +10% | +$8.36M | 0.45% | 73 |
|
|
2021
Q1 | $72.8M | Buy |
343,732
+33,607
| +11% | +$7.12M | 0.39% | 73 |
|
|
2020
Q4 | $69M | Buy |
310,125
+58,323
| +23% | +$13M | 0.39% | 71 |
|
|
2020
Q3 | $63.3M | Buy |
251,802
+29,077
| +13% | +$7.31M | 0.4% | 67 |
|
|
2020
Q2 | $41.7M | Buy |
222,725
+19,718
| +10% | +$3.69M | 0.29% | 81 |
|
|
2020
Q1 | $29.2M | Buy |
203,007
+37,148
| +22% | +$5.35M | 0.25% | 81 |
|
|
2019
Q4 | $27M | Buy |
165,859
+10,957
| +7% | +$1.78M | 0.18% | 96 |
|
|
2019
Q3 | $23M | Buy |
154,902
+14,009
| +10% | +$2.08M | 0.17% | 102 |
|
|
2019
Q2 | $21.4M | Buy |
140,893
+43,402
| +45% | +$6.59M | 0.16% | 103 |
|
|
2019
Q1 | $15.4M | Buy |
97,491
+43,264
| +80% | +$6.85M | 0.12% | 116 |
|
|
2018
Q4 | $7.43M | Buy |
54,227
+45,877
| +549% | +$6.28M | 0.07% | 150 |
|
|
2018
Q3 | $1.33M | Buy |
8,350
+1,915
| +30% | +$305K | 0.01% | 329 |
|
|
2018
Q2 | $878K | Buy |
6,435
+3,896
| +153% | +$532K | 0.01% | 362 |
|
|
2018
Q1 | $295K | Buy |
2,539
+100
| +4% | +$11.6K | ﹤0.01% | 465 |
|
|
2017
Q4 | $249K | Sell |
2,439
-975
| -29% | -$99.5K | ﹤0.01% | 483 |
|
|
2017
Q3 | $319K | Buy |
3,414
+479
| +16% | +$44.8K | ﹤0.01% | 441 |
|
|
2017
Q2 | $254K | Sell |
2,935
-298
| -9% | -$25.8K | ﹤0.01% | 448 |
|
|
2017
Q1 | $267K | Buy |
3,233
+43
| +1% | +$3.55K | ﹤0.01% | 457 |
|
|
2016
Q4 | $218K | Sell |
3,190
-954
| -23% | -$65.2K | ﹤0.01% | 478 |
|
|
2016
Q3 | $296K | Sell |
4,144
-7,015
| -63% | -$501K | ﹤0.01% | 439 |
|
|
2016
Q2 | $886K | Hold |
11,159
| – | – | 0.01% | 358 |
|
|
2016
Q1 | $824K | Buy |
11,159
+7,044
| +171% | +$520K | 0.01% | 357 |
|
|
2015
Q4 | $323K | Hold |
4,115
| – | – | ﹤0.01% | 452 |
|
|
2015
Q3 | $286K | Buy |
4,115
+1,110
| +37% | +$77.1K | ﹤0.01% | 464 |
|
|
2015
Q2 | $209K | Buy |
+3,005
| New | +$209K | ﹤0.01% | 525 |
|
|
2013
Q4 | – | Sell |
-5,172
| Closed | -$268K | – | 541 |
|
|
2013
Q3 | $268K | Buy |
+5,172
| New | +$268K | ﹤0.01% | 623 |
|