LVM 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 | $12.9M | Buy |
47,175
+494
| +1% | +$135K | 1.33% | 24 |
|
|
2025
Q1 | $12.5M | Buy |
46,681
+415
| +0.9% | +$111K | 1.39% | 23 |
|
|
2024
Q4 | $15.5M | Buy |
46,266
+1,508
| +3% | +$504K | 1.66% | 16 |
|
|
2024
Q3 | $11.5M | Hold |
44,758
| – | – | 1.31% | 25 |
|
|
2024
Q2 | $11.5M | Buy |
44,758
+980
| +2% | +$252K | 1.31% | 25 |
|
|
2024
Q1 | $13.2M | Buy |
43,778
+1,490
| +4% | +$449K | 1.56% | 22 |
|
|
2023
Q4 | $11.1M | Buy |
+42,288
| New | +$11.1M | 1.42% | 25 |
|