Plancorp LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,889
+353
| +6% | +$96.3K | 0.06% | 122 |
|
|
2025
Q1 | $1.49M | Sell |
5,536
-89
| -2% | -$23.9K | 0.06% | 115 |
|
|
2024
Q4 | $1.88M | Buy |
5,625
+537
| +11% | +$180K | 0.08% | 93 |
|
|
2024
Q3 | $1.39M | Sell |
5,088
-1,312
| -21% | -$359K | 0.06% | 105 |
|
|
2024
Q2 | $1.65M | Sell |
6,400
-31
| -0.5% | -$7.97K | 0.07% | 93 |
|
|
2024
Q1 | $1.94M | Buy |
6,431
+263
| +4% | +$79.2K | 0.08% | 87 |
|
|
2023
Q4 | $1.62M | Buy |
6,168
+182
| +3% | +$47.9K | 0.08% | 89 |
|
|
2023
Q3 | $1.21M | Buy |
5,986
+250
| +4% | +$50.7K | 0.07% | 94 |
|
|
2023
Q2 | $1.21M | Buy |
5,736
+1,479
| +35% | +$312K | 0.07% | 92 |
|
|
2023
Q1 | $850K | Buy |
4,257
+268
| +7% | +$53.5K | 0.05% | 120 |
|
|
2022
Q4 | $529K | Sell |
3,989
-148
| -4% | -$19.6K | 0.03% | 146 |
|
|
2022
Q3 | $595K | Sell |
4,137
-93
| -2% | -$13.4K | 0.04% | 130 |
|
|
2022
Q2 | $698K | Sell |
4,230
-422
| -9% | -$69.6K | 0.04% | 121 |
|
|
2022
Q1 | $988K | Buy |
4,652
+40
| +0.9% | +$8.5K | 0.06% | 101 |
|
|
2021
Q4 | $1.17M | Buy |
4,612
+3,689
| +400% | +$937K | 0.07% | 92 |
|
|
2021
Q3 | $250K | Buy |
923
+55
| +6% | +$14.9K | 0.02% | 206 |
|
|
2021
Q2 | $212K | Buy |
+868
| New | +$212K | 0.02% | 211 |
|
|
2021
Q1 | – | Sell |
-1,580
| Closed | -$352K | – | 207 |
|
|
2020
Q4 | $352K | Buy |
1,580
+783
| +98% | +$174K | 0.09% | 144 |
|
|
2020
Q3 | $200K | Buy |
+797
| New | +$200K | 0.06% | 175 |
|
|
2020
Q1 | – | Sell |
-1,397
| Closed | -$227K | – | 167 |
|
|
2019
Q4 | $227K | Sell |
1,397
-1,229
| -47% | -$200K | 0.07% | 179 |
|
|
2019
Q3 | $390K | Buy |
2,626
+221
| +9% | +$32.8K | 0.15% | 108 |
|
|
2019
Q2 | $365K | Sell |
2,405
-47
| -2% | -$7.13K | 0.14% | 112 |
|
|
2019
Q1 | $388K | Sell |
2,452
-702
| -22% | -$111K | 0.15% | 113 |
|
|
2018
Q4 | $432K | Buy |
3,154
+29
| +0.9% | +$3.97K | 0.2% | 92 |
|
|
2018
Q3 | $497K | Sell |
3,125
-2,999
| -49% | -$477K | 0.2% | 97 |
|
|
2018
Q2 | $835K | Hold |
6,124
| – | – | 0.33% | 66 |
|
|
2018
Q1 | $713K | Buy |
+6,124
| New | +$713K | 0.23% | 75 |
|