Menard Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$16.7K | – | 138 |
|
|
2024
Q4 | $16.7K | Buy |
+50
| New | +$16.7K | 0.01% | 216 |
|
|
2022
Q2 | – | Sell |
-5,214
| Closed | -$1.11M | – | 93 |
|
|
2022
Q1 | $1.11M | Buy |
5,214
+644
| +14% | +$137K | 1.09% | 19 |
|
|
2021
Q4 | $1.16M | Buy |
4,570
+440
| +11% | +$112K | 0.95% | 21 |
|
|
2021
Q3 | $1.12M | Buy |
4,130
+724
| +21% | +$196K | 0.98% | 19 |
|
|
2021
Q2 | $832K | Buy |
3,406
+503
| +17% | +$123K | 0.79% | 28 |
|
|
2021
Q1 | $615K | Sell |
2,903
-158
| -5% | -$33.5K | 0.66% | 40 |
|
|
2020
Q4 | $681K | Buy |
3,061
+199
| +7% | +$44.3K | 0.73% | 34 |
|
|
2020
Q3 | $719K | Buy |
2,862
+691
| +32% | +$174K | 0.83% | 28 |
|
|
2020
Q2 | $407K | Buy |
+2,171
| New | +$407K | 0.51% | 44 |
|
|
2020
Q1 | – | Sell |
-1,930
| Closed | -$314K | – | 46 |
|
|
2019
Q4 | $314K | Buy |
+1,930
| New | +$314K | 0.3% | 106 |
|