Savant Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
18,577
-3,839
| -17% | -$1.05M | 0.03% | 295 |
|
|
2025
Q1 | $6.02M | Buy |
22,416
+7,089
| +46% | +$1.9M | 0.04% | 238 |
|
|
2024
Q4 | $5.12M | Sell |
15,327
-72
| -0.5% | -$24.1K | 0.04% | 235 |
|
|
2024
Q3 | $4.21M | Buy |
15,399
+2,035
| +15% | +$557K | 0.04% | 248 |
|
|
2024
Q2 | $3.44M | Sell |
13,364
-3,668
| -22% | -$943K | 0.03% | 252 |
|
|
2024
Q1 | $5.13M | Buy |
17,032
+456
| +3% | +$137K | 0.06% | 189 |
|
|
2023
Q4 | $4.36M | Buy |
16,576
+3,595
| +28% | +$946K | 0.06% | 187 |
|
|
2023
Q3 | $2.63M | Buy |
12,981
+416
| +3% | +$84.4K | 0.04% | 228 |
|
|
2023
Q2 | $2.65M | Buy |
12,565
+2,008
| +19% | +$424K | 0.04% | 225 |
|
|
2023
Q1 | $2.11M | Buy |
10,557
+1,119
| +12% | +$224K | 0.04% | 205 |
|
|
2022
Q4 | $1.22M | Sell |
9,438
-277
| -3% | -$35.8K | 0.03% | 233 |
|
|
2022
Q3 | $1.4M | Sell |
9,715
-669
| -6% | -$96.2K | 0.04% | 197 |
|
|
2022
Q2 | $1.71M | Buy |
10,384
+375
| +4% | +$61.9K | 0.05% | 166 |
|
|
2022
Q1 | $2.13M | Buy |
10,009
+689
| +7% | +$146K | 0.07% | 144 |
|
|
2021
Q4 | $2.37M | Buy |
9,320
+3,478
| +60% | +$884K | 0.08% | 135 |
|
|
2021
Q3 | $1.58M | Buy |
5,842
+2,029
| +53% | +$550K | 0.06% | 169 |
|
|
2021
Q2 | $931K | Buy |
3,813
+137
| +4% | +$33.5K | 0.04% | 212 |
|
|
2021
Q1 | $779K | Buy |
3,676
+213
| +6% | +$45.1K | 0.04% | 215 |
|
|
2020
Q4 | $771K | Buy |
3,463
+118
| +4% | +$26.3K | 0.04% | 208 |
|
|
2020
Q3 | $841K | Buy |
3,345
+50
| +2% | +$12.6K | 0.06% | 191 |
|
|
2020
Q2 | $617K | Buy |
3,295
+7
| +0.2% | +$1.31K | 0.05% | 218 |
|
|
2020
Q1 | $473K | Buy |
3,288
+42
| +1% | +$6.04K | 0.04% | 233 |
|
|
2019
Q4 | $528K | Buy |
3,246
+82
| +3% | +$13.3K | 0.06% | 203 |
|
|
2019
Q3 | $470K | Buy |
3,164
+176
| +6% | +$26.1K | 0.07% | 198 |
|
|
2019
Q2 | $453K | Sell |
2,988
-135
| -4% | -$20.5K | 0.06% | 197 |
|
|
2019
Q1 | $495K | Buy |
3,123
+70
| +2% | +$11.1K | 0.09% | 151 |
|
|
2018
Q4 | $418K | Sell |
3,053
-130
| -4% | -$17.8K | 0.09% | 161 |
|
|
2018
Q3 | $506K | Buy |
3,183
+81
| +3% | +$12.9K | 0.09% | 161 |
|
|
2018
Q2 | $423K | Buy |
3,102
+210
| +7% | +$28.6K | 0.09% | 168 |
|
|
2018
Q1 | $336K | Buy |
2,892
+108
| +4% | +$12.5K | 0.07% | 204 |
|
|
2017
Q4 | $285K | Hold |
2,784
| – | – | 0.06% | 227 |
|
|
2017
Q3 | $260K | Buy |
2,784
+10
| +0.4% | +$934 | 0.06% | 230 |
|
|
2017
Q2 | $240K | Buy |
2,774
+230
| +9% | +$19.9K | 0.06% | 234 |
|
|
2017
Q1 | $210K | Buy |
+2,544
| New | +$210K | 0.05% | 249 |
|
|
2016
Q3 | – | Sell |
-2,524
| Closed | -$200K | – | 250 |
|
|
2016
Q2 | $200K | Buy |
+2,524
| New | +$200K | 0.06% | 244 |
|