Sawyer & Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
19,397
+323
| +2% | +$88.1K | 2% | 12 |
|
|
2025
Q1 | $5.12M | Sell |
19,074
-151
| -0.8% | -$40.5K | 2.07% | 12 |
|
|
2024
Q4 | $6.43M | Buy |
19,225
+62
| +0.3% | +$20.7K | 2.38% | 9 |
|
|
2024
Q3 | $5.25M | Buy |
19,163
+348
| +2% | +$95.2K | 1.94% | 13 |
|
|
2024
Q2 | $4.84M | Buy |
18,815
+30
| +0.2% | +$7.71K | 1.92% | 13 |
|
|
2024
Q1 | $5.66M | Sell |
18,785
-232
| -1% | -$69.9K | 2.26% | 8 |
|
|
2023
Q4 | $5M | Sell |
19,017
-1,417
| -7% | -$373K | 2.21% | 10 |
|
|
2023
Q3 | $4.14M | Sell |
20,434
-86
| -0.4% | -$17.4K | 1.93% | 16 |
|
|
2023
Q2 | $4.34M | Buy |
20,520
+13
| +0.1% | +$2.75K | 1.98% | 12 |
|
|
2023
Q1 | $3.93M | Sell |
20,507
-69
| -0.3% | -$13.2K | 2.11% | 15 |
|
|
2022
Q4 | $2.73M | Sell |
20,576
-75
| -0.4% | -$9.94K | 1.34% | 27 |
|
|
2022
Q3 | $2.97M | Buy |
20,651
+10,931
| +112% | +$1.57M | 1.62% | 20 |
|
|
2022
Q2 | $1.6M | Sell |
9,720
-50
| -0.5% | -$8.25K | 0.81% | 43 |
|
|
2022
Q1 | $2.07M | Buy |
9,770
+115
| +1% | +$24.4K | 0.93% | 42 |
|
|
2021
Q4 | $2.45M | Buy |
9,655
+145
| +2% | +$36.9K | 1.06% | 36 |
|
|
2021
Q3 | $2.58M | Buy |
9,510
+280
| +3% | +$75.9K | 1.22% | 28 |
|
|
2021
Q2 | $2.26M | Buy |
9,230
+9,210
| +46,050% | +$2.25M | 1.05% | 36 |
|
|
2021
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 157 |
|