Montag & 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 | $5.87M | Buy |
21,506
+10,368
| +93% | +$2.83M | 0.29% | 81 |
|
|
2025
Q1 | $2.99M | Buy |
11,138
+8,890
| +395% | +$2.39M | 0.15% | 135 |
|
|
2024
Q4 | $752K | Buy |
2,248
+75
| +3% | +$25.1K | 0.04% | 276 |
|
|
2024
Q3 | $596K | Hold |
2,173
| – | – | 0.03% | 308 |
|
|
2024
Q2 | $559K | Sell |
2,173
-4,262
| -66% | -$1.1M | 0.03% | 296 |
|
|
2024
Q1 | $1.94M | Sell |
6,435
-400
| -6% | -$121K | 0.1% | 178 |
|
|
2023
Q4 | $1.8M | Buy |
6,835
+3,804
| +126% | +$1M | 0.1% | 170 |
|
|
2023
Q3 | $615K | Buy |
3,031
+622
| +26% | +$126K | 0.04% | 265 |
|
|
2023
Q2 | $509K | Sell |
2,409
-104
| -4% | -$22K | 0.03% | 283 |
|
|
2023
Q1 | $502K | Hold |
2,513
| – | – | 0.03% | 278 |
|
|
2022
Q4 | $333K | Sell |
2,513
-121
| -5% | -$16K | 0.02% | 310 |
|
|
2022
Q3 | $379K | Buy |
2,634
+430
| +20% | +$61.9K | 0.03% | 289 |
|
|
2022
Q2 | $364K | Sell |
2,204
-1,120
| -34% | -$185K | 0.02% | 302 |
|
|
2022
Q1 | $706K | Sell |
3,324
-969
| -23% | -$206K | 0.04% | 257 |
|
|
2021
Q4 | $1.09M | Buy |
4,293
+335
| +8% | +$85.1K | 0.05% | 229 |
|
|
2021
Q3 | $1.07M | Sell |
3,958
-908
| -19% | -$246K | 0.06% | 222 |
|
|
2021
Q2 | $1.19M | Sell |
4,866
-2,525
| -34% | -$617K | 0.06% | 216 |
|
|
2021
Q1 | $1.57M | Sell |
7,391
-12,979
| -64% | -$2.75M | 0.09% | 193 |
|
|
2020
Q4 | $4.53M | Sell |
20,370
-12,577
| -38% | -$2.8M | 0.28% | 94 |
|
|
2020
Q3 | $8.28M | Buy |
32,947
+9,219
| +39% | +$2.32M | 0.67% | 41 |
|
|
2020
Q2 | $4.45M | Sell |
23,728
-333
| -1% | -$62.4K | 0.39% | 76 |
|
|
2020
Q1 | $3.46M | Buy |
24,061
+13,334
| +124% | +$1.92M | 0.35% | 82 |
|
|
2019
Q4 | $1.75M | Buy |
10,727
+163
| +2% | +$26.5K | 0.14% | 141 |
|
|
2019
Q3 | $1.57M | Buy |
10,564
+1,498
| +17% | +$222K | 0.14% | 135 |
|
|
2019
Q2 | $1.38M | Buy |
9,066
+4,753
| +110% | +$721K | 0.12% | 150 |
|
|
2019
Q1 | $683K | Sell |
4,313
-30
| -0.7% | -$4.75K | 0.06% | 201 |
|
|
2018
Q4 | $595K | Buy |
4,343
+464
| +12% | +$63.6K | 0.06% | 187 |
|
|
2018
Q3 | $617K | Hold |
3,879
| – | – | 0.05% | 221 |
|
|
2018
Q2 | $529K | Buy |
3,879
+308
| +9% | +$42K | 0.05% | 211 |
|
|
2018
Q1 | $415K | Buy |
+3,571
| New | +$415K | 0.04% | 221 |
|