Shepherd Financial Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
7,982
-410
| -5% | -$112K | 0.23% | 73 |
|
|
2025
Q1 | $2.25M | Buy |
8,392
+62
| +0.7% | +$16.6K | 0.26% | 68 |
|
|
2024
Q4 | $2.78M | Buy |
8,330
+280
| +3% | +$93.6K | 0.33% | 51 |
|
|
2024
Q3 | $2.2M | Buy |
8,050
+127
| +2% | +$34.8K | 0.27% | 62 |
|
|
2024
Q2 | $2.04M | Buy |
7,923
+19
| +0.2% | +$4.89K | 0.26% | 62 |
|
|
2024
Q1 | $2.38M | Sell |
7,904
-4
| -0.1% | -$1.21K | 0.31% | 54 |
|
|
2023
Q4 | $2.08M | Sell |
7,908
-50
| -0.6% | -$13.2K | 0.3% | 56 |
|
|
2023
Q3 | $1.61M | Buy |
7,958
+70
| +0.9% | +$14.2K | 0.25% | 65 |
|
|
2023
Q2 | $1.67M | Hold |
7,888
| – | – | 0.26% | 63 |
|
|
2023
Q1 | $1.58M | Buy |
7,888
+1,875
| +31% | +$375K | 0.26% | 65 |
|
|
2022
Q4 | $797K | Sell |
6,013
-3,409
| -36% | -$452K | 0.14% | 92 |
|
|
2022
Q3 | $1.36M | Buy |
9,422
+200
| +2% | +$28.8K | 0.26% | 65 |
|
|
2022
Q2 | $1.52M | Buy |
9,222
+743
| +9% | +$123K | 0.3% | 60 |
|
|
2022
Q1 | $1.8M | Sell |
8,479
-6
| -0.1% | -$1.27K | 0.32% | 59 |
|
|
2021
Q4 | $2.16M | Buy |
8,485
+192
| +2% | +$48.8K | 0.37% | 51 |
|
|
2021
Q3 | $2.25M | Buy |
8,293
+21
| +0.3% | +$5.69K | 0.43% | 42 |
|
|
2021
Q2 | $2.02M | Buy |
8,272
+13
| +0.2% | +$3.18K | 0.38% | 48 |
|
|
2021
Q1 | $1.75M | Sell |
8,259
-24
| -0.3% | -$5.09K | 0.39% | 56 |
|
|
2020
Q4 | $1.85M | Buy |
8,283
+44
| +0.5% | +$9.8K | 0.42% | 51 |
|
|
2020
Q3 | $2.07M | Buy |
8,239
+63
| +0.8% | +$15.8K | 0.49% | 36 |
|
|
2020
Q2 | $1.53M | Buy |
8,176
+269
| +3% | +$50.4K | 0.42% | 42 |
|
|
2020
Q1 | $1.14M | Buy |
7,907
+59
| +0.8% | +$8.48K | 0.39% | 43 |
|
|
2019
Q4 | $1.28M | Buy |
7,848
+233
| +3% | +$37.9K | 0.3% | 58 |
|
|
2019
Q3 | $1.13M | Buy |
7,615
+1,929
| +34% | +$287K | 0.28% | 57 |
|
|
2019
Q2 | $863K | Buy |
+5,686
| New | +$863K | 0.16% | 68 |
|