Mendel Money 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 | $349K | Buy |
1,279
+167
| +15% | +$45.5K | 0.15% | 119 |
|
|
2025
Q1 | $298K | Buy |
1,112
+39
| +4% | +$10.5K | 0.14% | 122 |
|
|
2024
Q4 | $359K | Hold |
1,073
| – | – | 0.16% | 119 |
|
|
2024
Q3 | $294K | Buy |
1,073
+27
| +3% | +$7.39K | 0.13% | 125 |
|
|
2024
Q2 | $269K | Buy |
1,046
+106
| +11% | +$27.3K | 0.13% | 120 |
|
|
2024
Q1 | $283K | Buy |
940
+170
| +22% | +$51.2K | 0.13% | 114 |
|
|
2023
Q4 | $203K | Buy |
+770
| New | +$203K | 0.1% | 127 |
|