Nikulski Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
9,754
-191
| -2% | -$52.1K | 0.73% | 43 |
|
|
2025
Q1 | $2.67M | Buy |
9,945
+200
| +2% | +$53.7K | 0.81% | 39 |
|
|
2024
Q4 | $3.26M | Buy |
9,745
+81
| +0.8% | +$27.1K | 0.96% | 36 |
|
|
2024
Q3 | $2.65M | Buy |
9,664
+285
| +3% | +$78K | 0.79% | 40 |
|
|
2024
Q2 | $2.41M | Buy |
9,379
+733
| +8% | +$188K | 0.77% | 39 |
|
|
2024
Q1 | $2.6M | Buy |
8,646
+53
| +0.6% | +$16K | 0.86% | 37 |
|
|
2023
Q4 | $2.26M | Buy |
8,593
+165
| +2% | +$43.4K | 0.83% | 36 |
|
|
2023
Q3 | $1.71M | Buy |
8,428
+652
| +8% | +$132K | 0.71% | 40 |
|
|
2023
Q2 | $1.64M | Buy |
7,776
+403
| +5% | +$85.1K | 0.68% | 41 |
|
|
2023
Q1 | $1.47M | Buy |
7,373
+705
| +11% | +$141K | 0.65% | 43 |
|
|
2022
Q4 | $884K | Sell |
6,668
-614
| -8% | -$81.4K | 0.42% | 57 |
|
|
2022
Q3 | $1.05M | Buy |
7,282
+257
| +4% | +$37K | 0.54% | 44 |
|
|
2022
Q2 | $1.16M | Sell |
7,025
-365
| -5% | -$60.2K | 0.58% | 45 |
|
|
2022
Q1 | $1.57M | Buy |
7,390
+530
| +8% | +$113K | 0.66% | 40 |
|
|
2021
Q4 | $1.74M | Buy |
6,860
+640
| +10% | +$163K | 0.73% | 40 |
|
|
2021
Q3 | $1.69M | Buy |
6,220
+1,448
| +30% | +$393K | 0.78% | 38 |
|
|
2021
Q2 | $1.16M | Buy |
4,772
+2,467
| +107% | +$597K | 0.54% | 50 |
|
|
2021
Q1 | $488K | Buy |
2,305
+275
| +14% | +$58.2K | 0.25% | 78 |
|
|
2020
Q4 | $452K | Sell |
2,030
-50
| -2% | -$11.1K | 0.25% | 76 |
|
|
2020
Q3 | $523K | Buy |
2,080
+325
| +19% | +$81.7K | 0.33% | 62 |
|
|
2020
Q2 | $329K | Hold |
1,755
| – | – | 0.23% | 81 |
|
|
2020
Q1 | $253K | Hold |
1,755
| – | – | 0.22% | 78 |
|
|
2019
Q4 | $319K | Sell |
1,755
-100
| -5% | -$18.2K | 0.23% | 68 |
|
|
2019
Q3 | $277K | Sell |
1,855
-80
| -4% | -$11.9K | 0.23% | 71 |
|
|
2019
Q2 | $306K | Buy |
1,935
+150
| +8% | +$23.7K | 0.26% | 64 |
|
|
2019
Q1 | $283K | Buy |
1,785
+80
| +5% | +$12.7K | 0.28% | 61 |
|
|
2018
Q4 | $234K | Buy |
1,705
+250
| +17% | +$34.3K | 0.25% | 60 |
|
|
2018
Q3 | $200K | Buy |
+1,455
| New | +$200K | 0.19% | 79 |
|