Poehling Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
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|
2025
Q1 | $514K | Hold |
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|
2024
Q4 | $640K | Sell |
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|
2024
Q3 | $785K | Buy |
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|
2024
Q2 | $689K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $340K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $309K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $95K | Hold |
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|
2018
Q1 | $81K | Buy |
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|
2017
Q4 | $51K | Buy |
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