M. Kulyk & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
18,479
+883
| +5% | +$241K | 1.09% | 34 |
|
|
2025
Q1 | $4.72M | Sell |
17,596
-109
| -0.6% | -$29.3K | 1.08% | 34 |
|
|
2024
Q4 | $5.92M | Sell |
17,705
-4,420
| -20% | -$1.48M | 1.28% | 27 |
|
|
2024
Q3 | $6.06M | Buy |
22,125
+193
| +0.9% | +$52.8K | 1.22% | 29 |
|
|
2024
Q2 | $5.64M | Buy |
21,932
+2,516
| +13% | +$647K | 1.31% | 28 |
|
|
2024
Q1 | $5.85M | Sell |
19,416
-2,593
| -12% | -$781K | 1.36% | 29 |
|
|
2023
Q4 | $5.79M | Sell |
22,009
-36
| -0.2% | -$9.47K | 1.35% | 31 |
|
|
2023
Q3 | $4.47M | Buy |
22,045
+593
| +3% | +$120K | 1.24% | 31 |
|
|
2023
Q2 | $4.53M | Sell |
21,452
-253
| -1% | -$53.4K | 1.27% | 31 |
|
|
2023
Q1 | $4.34M | Buy |
21,705
+860
| +4% | +$172K | 1.31% | 33 |
|
|
2022
Q4 | $2.76M | Buy |
20,845
+1,040
| +5% | +$138K | 0.92% | 41 |
|
|
2022
Q3 | $2.85M | Buy |
19,805
+4,209
| +27% | +$605K | 0.99% | 40 |
|
|
2022
Q2 | $2.57M | Buy |
15,596
+1,700
| +12% | +$281K | 0.8% | 38 |
|
|
2022
Q1 | $2.95M | Buy |
13,896
+3,916
| +39% | +$831K | 0.81% | 40 |
|
|
2021
Q4 | $2.54M | Buy |
9,980
+965
| +11% | +$245K | 0.66% | 42 |
|
|
2021
Q3 | $2.45M | Buy |
9,015
+576
| +7% | +$156K | 0.78% | 40 |
|
|
2021
Q2 | $2.06M | Buy |
8,439
+2,334
| +38% | +$570K | 0.74% | 39 |
|
|
2021
Q1 | $1.29M | Buy |
+6,105
| New | +$1.29M | 0.48% | 43 |
|