Poehling Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
1,989
+75
| +4% | +$20.5K | 0.13% | 91 |
|
|
2025
Q1 | $514K | Hold |
1,914
| – | – | 0.13% | 94 |
|
|
2024
Q4 | $640K | Sell |
1,914
-955
| -33% | -$319K | 0.16% | 89 |
|
|
2024
Q3 | $785K | Buy |
2,869
+188
| +7% | +$51.5K | 0.2% | 80 |
|
|
2024
Q2 | $689K | Buy |
+2,681
| New | +$689K | 0.19% | 83 |
|
|
2022
Q2 | – | Sell |
-1,734
| Closed | -$368K | – | 131 |
|
|
2022
Q1 | $368K | Buy |
1,734
+684
| +65% | +$145K | 0.11% | 107 |
|
|
2021
Q4 | $267K | Sell |
1,050
-203
| -16% | -$51.6K | 0.09% | 119 |
|
|
2021
Q3 | $340K | Buy |
1,253
+90
| +8% | +$24.4K | 0.11% | 102 |
|
|
2021
Q2 | $284K | Buy |
1,163
+50
| +4% | +$12.2K | 0.09% | 126 |
|
|
2021
Q1 | $236K | Sell |
1,113
-200
| -15% | -$42.4K | 0.08% | 135 |
|
|
2020
Q4 | $292K | Buy |
1,313
+370
| +39% | +$82.3K | 0.12% | 104 |
|
|
2020
Q3 | $237K | Sell |
943
-705
| -43% | -$177K | 0.12% | 102 |
|
|
2020
Q2 | $309K | Buy |
+1,648
| New | +$309K | 0.17% | 86 |
|
|
2018
Q3 | – | Sell |
-700
| Closed | -$95K | – | 143 |
|
|
2018
Q2 | $95K | Hold |
700
| – | – | 0.08% | 121 |
|
|
2018
Q1 | $81K | Buy |
700
+200
| +40% | +$23.1K | 0.07% | 122 |
|
|
2017
Q4 | $51K | Buy |
+500
| New | +$51K | 0.04% | 144 |
|