Lyell Wealth 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 | $17.7M | Sell |
64,808
-1,290
| -2% | -$352K | 1.4% | 19 |
|
|
2025
Q1 | $17.7M | Buy |
66,098
+1,896
| +3% | +$509K | 1.66% | 13 |
|
|
2024
Q4 | $21.5M | Buy |
64,202
+25
| +0% | +$8.36K | 1.92% | 12 |
|
|
2024
Q3 | $17.6M | Sell |
64,177
-103
| -0.2% | -$28.2K | 1.6% | 16 |
|
|
2024
Q2 | $16.5M | Buy |
64,280
+4,110
| +7% | +$1.06M | 1.58% | 15 |
|
|
2024
Q1 | $18.1M | Sell |
60,170
-437
| -0.7% | -$132K | 1.84% | 12 |
|
|
2023
Q4 | $15.9M | Sell |
60,607
-516
| -0.8% | -$136K | 1.81% | 11 |
|
|
2023
Q3 | $12.4M | Sell |
61,123
-1,552
| -2% | -$315K | 1.67% | 15 |
|
|
2023
Q2 | $13.2M | Buy |
62,675
+391
| +0.6% | +$82.6K | 1.69% | 13 |
|
|
2023
Q1 | $12.4M | Sell |
62,284
-722
| -1% | -$144K | 1.74% | 11 |
|
|
2022
Q4 | $8.35M | Sell |
63,006
-421
| -0.7% | -$55.8K | 1.32% | 24 |
|
|
2022
Q3 | $9.12M | Buy |
63,427
+1,412
| +2% | +$203K | 1.55% | 14 |
|
|
2022
Q2 | $10.2M | Buy |
62,015
+901
| +1% | +$149K | 1.67% | 14 |
|
|
2022
Q1 | $13M | Buy |
61,114
+384
| +0.6% | +$81.5K | 1.67% | 13 |
|
|
2021
Q4 | $15.4M | Buy |
60,730
+812
| +1% | +$206K | 1.76% | 14 |
|
|
2021
Q3 | $16.3M | Buy |
59,918
+1,380
| +2% | +$374K | 1.98% | 11 |
|
|
2021
Q2 | $14.3M | Buy |
58,538
+1,616
| +3% | +$395K | 1.77% | 13 |
|
|
2021
Q1 | $12.1M | Buy |
56,922
+5,703
| +11% | +$1.21M | 1.76% | 13 |
|
|
2020
Q4 | $11.4M | Buy |
51,219
+4,583
| +10% | +$1.02M | 1.82% | 14 |
|
|
2020
Q3 | $11.7M | Buy |
46,636
+35
| +0.1% | +$8.8K | 2.2% | 10 |
|
|
2020
Q2 | $8.73M | Buy |
46,601
+1,341
| +3% | +$251K | 1.92% | 15 |
|
|
2020
Q1 | $6.52M | Buy |
45,260
+2,275
| +5% | +$328K | 1.95% | 14 |
|
|
2019
Q4 | $6.99M | Buy |
42,985
+1,115
| +3% | +$181K | 1.87% | 14 |
|
|
2019
Q3 | $6.22M | Buy |
41,870
+1,537
| +4% | +$228K | 1.87% | 16 |
|
|
2019
Q2 | $6.12M | Buy |
40,333
+1,253
| +3% | +$190K | 1.84% | 13 |
|
|
2019
Q1 | $6.19M | Buy |
39,080
+3,692
| +10% | +$585K | 2.07% | 11 |
|
|
2018
Q4 | $4.85M | Sell |
35,388
-660
| -2% | -$90.4K | 2.02% | 12 |
|
|
2018
Q3 | $5.73M | Sell |
36,048
-1,435
| -4% | -$228K | 1.93% | 12 |
|
|
2018
Q2 | $5.11M | Buy |
37,483
+348
| +0.9% | +$47.5K | 1.87% | 14 |
|
|
2018
Q1 | $4.32M | Buy |
37,135
+955
| +3% | +$111K | 1.6% | 23 |
|
|
2017
Q4 | $3.7M | Buy |
36,180
+840
| +2% | +$85.9K | 1.47% | 27 |
|
|
2017
Q3 | $3.3M | Sell |
35,340
-110
| -0.3% | -$10.3K | 1.43% | 29 |
|
|
2017
Q2 | $3.07M | Buy |
35,450
+3,965
| +13% | +$343K | 1.49% | 27 |
|
|
2017
Q1 | $2.6M | Buy |
31,485
+230
| +0.7% | +$19K | 1.41% | 31 |
|
|
2016
Q4 | $2.14M | Buy |
+31,255
| New | +$2.14M | 1.33% | 36 |
|