Patrick M. Sweeney & 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 | $421K | Buy |
1,545
+173
| +13% | +$47.1K | 0.29% | 85 |
|
|
2025
Q1 | $368K | Buy |
1,372
+50
| +4% | +$13.4K | 0.28% | 90 |
|
|
2024
Q4 | $442K | Sell |
1,322
-10
| -0.8% | -$3.34K | 0.33% | 79 |
|
|
2024
Q3 | $365K | Buy |
1,332
+198
| +17% | +$54.2K | 0.27% | 95 |
|
|
2024
Q2 | $290K | Buy |
1,134
+152
| +15% | +$38.9K | 0.23% | 107 |
|
|
2024
Q1 | $296K | Buy |
982
+101
| +11% | +$30.4K | 0.24% | 101 |
|
|
2023
Q4 | $232K | Buy |
+881
| New | +$232K | 0.21% | 106 |
|