NCM
Novare Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44M | Buy |
34,618
+916
| +3% | +$250K | 0.77% | 50 |
|
|
2025
Q1 | $9.04M | Buy |
33,702
+423
| +1% | +$114K | 0.79% | 50 |
|
|
2024
Q4 | $11.1M | Sell |
33,279
-321
| -1% | -$107K | 0.94% | 39 |
|
|
2024
Q3 | $9.2M | Buy |
33,600
+285
| +0.9% | +$78K | 0.78% | 56 |
|
|
2024
Q2 | $8.57M | Sell |
33,315
-771
| -2% | -$198K | 0.77% | 50 |
|
|
2024
Q1 | $10.3M | Buy |
34,086
+385
| +1% | +$116K | 0.93% | 44 |
|
|
2023
Q4 | $8.87M | Buy |
33,701
+2,047
| +6% | +$539K | 0.9% | 51 |
|
|
2023
Q3 | $6.42M | Buy |
31,654
+71
| +0.2% | +$14.4K | 0.72% | 58 |
|
|
2023
Q2 | $6.67M | Sell |
31,583
-1,437
| -4% | -$304K | 0.72% | 60 |
|
|
2023
Q1 | $6.6M | Buy |
33,020
+3,493
| +12% | +$698K | 0.75% | 59 |
|
|
2022
Q4 | $3.91M | Buy |
29,527
+999
| +4% | +$132K | 0.46% | 69 |
|
|
2022
Q3 | $4.1M | Sell |
28,528
-8,326
| -23% | -$1.2M | 0.53% | 70 |
|
|
2022
Q2 | $6.08M | Buy |
36,854
+279
| +0.8% | +$46K | 0.75% | 63 |
|
|
2022
Q1 | $7.77M | Buy |
36,575
+77
| +0.2% | +$16.3K | 0.83% | 51 |
|
|
2021
Q4 | $9.28M | Buy |
36,498
+689
| +2% | +$175K | 0.94% | 43 |
|
|
2021
Q3 | $9.71M | Buy |
35,809
+571
| +2% | +$155K | 1.08% | 36 |
|
|
2021
Q2 | $8.61M | Buy |
35,238
+2,591
| +8% | +$633K | 0.96% | 44 |
|
|
2021
Q1 | $6.92M | Buy |
32,647
+9,399
| +40% | +$1.99M | 0.83% | 57 |
|
|
2020
Q4 | $5.17M | Buy |
+23,248
| New | +$5.17M | 0.67% | 68 |
|