Peloton Wealth Strategists’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.69M | Buy |
24,520
+1,055
| +4% | +$288K | 2.68% | 11 |
|
|
2025
Q1 | $6.3M | Sell |
23,465
-1,440
| -6% | -$386K | 2.63% | 9 |
|
|
2024
Q4 | $8.33M | Buy |
24,905
+78
| +0.3% | +$26.1K | 3.36% | 4 |
|
|
2024
Q3 | $6.8M | Buy |
24,827
+1,695
| +7% | +$464K | 2.7% | 10 |
|
|
2024
Q2 | $5.95M | Sell |
23,132
-615
| -3% | -$158K | 2.45% | 14 |
|
|
2024
Q1 | $7.15M | Sell |
23,747
-1,603
| -6% | -$483K | 2.91% | 5 |
|
|
2023
Q4 | $6.67M | Sell |
25,350
-525
| -2% | -$138K | 2.89% | 3 |
|
|
2023
Q3 | $5.25M | Sell |
25,875
-680
| -3% | -$138K | 2.42% | 12 |
|
|
2023
Q2 | $5.61M | Sell |
26,555
-115
| -0.4% | -$24.3K | 2.48% | 8 |
|
|
2023
Q1 | $5.33M | Buy |
26,670
+545
| +2% | +$109K | 2.43% | 12 |
|
|
2022
Q4 | $3.46M | Buy |
26,125
+760
| +3% | +$101K | 1.67% | 24 |
|
|
2022
Q3 | $3.65M | Sell |
25,365
-60
| -0.2% | -$8.63K | 1.9% | 20 |
|
|
2022
Q2 | $4.2M | Buy |
25,425
+175
| +0.7% | +$28.9K | 2.05% | 15 |
|
|
2022
Q1 | $5.36M | Buy |
25,250
+1,075
| +4% | +$228K | 2.24% | 14 |
|
|
2021
Q4 | $6.14M | Sell |
24,175
-1,605
| -6% | -$408K | 2.46% | 9 |
|
|
2021
Q3 | $6.99M | Sell |
25,780
-200
| -0.8% | -$54.2K | 2.86% | 4 |
|
|
2021
Q2 | $6.35M | Sell |
25,980
-920
| -3% | -$225K | 2.62% | 10 |
|
|
2021
Q1 | $5.7M | Buy |
26,900
+285
| +1% | +$60.4K | 2.68% | 8 |
|
|
2020
Q4 | $5.92M | Sell |
26,615
-782
| -3% | -$174K | 2.93% | 5 |
|
|
2020
Q3 | $6.89M | Sell |
27,397
-453
| -2% | -$114K | 3.86% | 2 |
|
|
2020
Q2 | $5.22M | Buy |
27,850
+1,650
| +6% | +$309K | 3.29% | 2 |
|
|
2020
Q1 | $3.77M | Sell |
26,200
-1,900
| -7% | -$274K | 3.07% | 3 |
|
|
2019
Q4 | $4.57M | Sell |
28,100
-1,000
| -3% | -$163K | 2.77% | 7 |
|
|
2019
Q3 | $4.32M | Buy |
29,100
+450
| +2% | +$66.8K | 2.76% | 7 |
|
|
2019
Q2 | $4.35M | Sell |
28,650
-1,350
| -5% | -$205K | 2.91% | 5 |
|
|
2019
Q1 | $4.75M | Sell |
30,000
-300
| -1% | -$47.5K | 3.29% | 3 |
|
|
2018
Q4 | $4.15M | Buy |
30,300
+300
| +1% | +$41.1K | 3.38% | 3 |
|
|
2018
Q3 | $4.77M | Sell |
30,000
-500
| -2% | -$79.5K | 3.28% | 4 |
|
|
2018
Q2 | $4.16M | Hold |
30,500
| – | – | 3.01% | 5 |
|
|
2018
Q1 | $3.55M | Buy |
30,500
+700
| +2% | +$81.4K | 2.67% | 6 |
|
|
2017
Q4 | $3.05M | Sell |
29,800
-600
| -2% | -$61.3K | 2.26% | 13 |
|
|
2017
Q3 | $2.84M | Buy |
30,400
+300
| +1% | +$28K | 2.19% | 14 |
|
|
2017
Q2 | $2.61M | Hold |
30,100
| – | – | 2.02% | 19 |
|
|
2017
Q1 | $2.48M | Buy |
30,100
+1,300
| +5% | +$107K | 2.04% | 19 |
|
|
2016
Q4 | $1.97M | Buy |
28,800
+200
| +0.7% | +$13.7K | 1.61% | 23 |
|
|
2016
Q3 | $2.04M | Buy |
+28,600
| New | +$2.04M | 1.7% | 24 |
|
|
2016
Q1 | $2.23M | Buy |
+30,250
| New | +$2.23M | 1.89% | 22 |
|
|
2014
Q3 | – | Sell |
-28,150
| Closed | -$2.24M | – | 84 |
|
|
2014
Q2 | $2.24M | Buy |
+28,150
| New | +$2.24M | 1.97% | 22 |
|