Sargent Investment Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
3,917
-285
| -7% | -$71K | 0.13% | 103 |
|
|
2025
Q1 | $1.13M | Sell |
4,202
-51
| -1% | -$13.7K | 0.18% | 87 |
|
|
2024
Q4 | $1.36M | Sell |
4,253
-766
| -15% | -$244K | 0.22% | 82 |
|
|
2024
Q3 | $1.37M | Buy |
5,019
+61
| +1% | +$16.7K | 0.25% | 71 |
|
|
2024
Q2 | $1.27M | Buy |
4,958
+21
| +0.4% | +$5.4K | 0.26% | 72 |
|
|
2024
Q1 | $1.49M | Buy |
4,937
+41
| +0.8% | +$12.3K | 0.33% | 66 |
|
|
2023
Q4 | $1.29M | Buy |
4,896
+25
| +0.5% | +$6.58K | 0.28% | 71 |
|
|
2023
Q3 | $988K | Buy |
4,871
+276
| +6% | +$56K | 0.24% | 81 |
|
|
2023
Q2 | $971K | Buy |
4,595
+35
| +0.8% | +$7.39K | 0.24% | 80 |
|
|
2023
Q1 | $896K | Buy |
4,560
+45
| +1% | +$8.84K | 0.24% | 83 |
|
|
2022
Q4 | $599K | Hold |
4,515
| – | – | 0.19% | 99 |
|
|
2022
Q3 | $702K | Hold |
4,515
| – | – | 0.22% | 86 |
|
|
2022
Q2 | $745K | Hold |
4,515
| – | – | 0.23% | 84 |
|
|
2022
Q1 | $959K | Hold |
4,515
| – | – | 0.24% | 75 |
|
|
2021
Q4 | $1.15M | Buy |
4,515
+215
| +5% | +$54.6K | 0.26% | 60 |
|
|
2021
Q3 | $1.17M | Hold |
4,300
| – | – | 0.28% | 61 |
|
|
2021
Q2 | $1.05M | Hold |
4,300
| – | – | 0.25% | 66 |
|
|
2021
Q1 | $911K | Hold |
4,300
| – | – | 0.24% | 74 |
|
|
2020
Q4 | $957K | Hold |
4,300
| – | – | 0.3% | 64 |
|
|
2020
Q3 | $1.08M | Sell |
4,300
-400
| -9% | -$101K | 0.39% | 52 |
|
|
2020
Q2 | $902K | Hold |
4,700
| – | – | 0.34% | 55 |
|
|
2020
Q1 | $677K | Hold |
4,700
| – | – | 0.31% | 60 |
|
|
2019
Q4 | $764K | Hold |
4,700
| – | – | 0.28% | 68 |
|
|
2019
Q3 | $698K | Sell |
4,700
-300
| -6% | -$44.6K | 0.31% | 71 |
|
|
2019
Q2 | $759K | Hold |
5,000
| – | – | 0.35% | 64 |
|
|
2019
Q1 | $792K | Hold |
5,000
| – | – | 0.38% | 57 |
|
|
2018
Q4 | $685K | Buy |
+5,000
| New | +$685K | 0.42% | 55 |
|