S
SignatureFD’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
21,337
+396
| +2% | +$108K | 0.1% | 68 |
|
|
2025
Q1 | $5.62M | Buy |
20,941
+1,120
| +6% | +$301K | 0.11% | 65 |
|
|
2024
Q4 | $6.63M | Buy |
19,821
+956
| +5% | +$320K | 0.13% | 56 |
|
|
2024
Q3 | $5.16M | Buy |
18,865
+837
| +5% | +$229K | 0.1% | 65 |
|
|
2024
Q2 | $4.63M | Sell |
18,028
-957
| -5% | -$246K | 0.09% | 68 |
|
|
2024
Q1 | $5.72M | Buy |
18,985
+862
| +5% | +$260K | 0.12% | 60 |
|
|
2023
Q4 | $4.77M | Buy |
18,123
+1,176
| +7% | +$309K | 0.11% | 66 |
|
|
2023
Q3 | $3.44M | Buy |
16,947
+662
| +4% | +$134K | 0.09% | 82 |
|
|
2023
Q2 | $3.44M | Buy |
16,285
+671
| +4% | +$142K | 0.09% | 83 |
|
|
2023
Q1 | $3.12M | Buy |
15,614
+4,430
| +40% | +$885K | 0.09% | 86 |
|
|
2022
Q4 | $1.48M | Buy |
11,184
+160
| +1% | +$21.2K | 0.04% | 149 |
|
|
2022
Q3 | $1.59M | Sell |
11,024
-3,568
| -24% | -$513K | 0.05% | 123 |
|
|
2022
Q2 | $2.41M | Buy |
14,592
+2,038
| +16% | +$336K | 0.08% | 79 |
|
|
2022
Q1 | $2.67M | Sell |
12,554
-586
| -4% | -$124K | 0.08% | 85 |
|
|
2021
Q4 | $3.34M | Buy |
13,140
+1,223
| +10% | +$311K | 0.1% | 68 |
|
|
2021
Q3 | $3.23M | Buy |
11,917
+3,308
| +38% | +$897K | 0.11% | 67 |
|
|
2021
Q2 | $2.1M | Buy |
8,609
+701
| +9% | +$171K | 0.08% | 94 |
|
|
2021
Q1 | $1.68M | Sell |
7,908
-455
| -5% | -$96.4K | 0.07% | 102 |
|
|
2020
Q4 | $1.86M | Buy |
8,363
+10
| +0.1% | +$2.23K | 0.09% | 76 |
|
|
2020
Q3 | $2.1M | Buy |
8,353
+549
| +7% | +$138K | 0.11% | 75 |
|
|
2020
Q2 | $1.46M | Sell |
7,804
-1,255
| -14% | -$235K | 0.09% | 82 |
|
|
2020
Q1 | $1.3M | Buy |
9,059
+3,083
| +52% | +$444K | 0.11% | 73 |
|
|
2019
Q4 | $972K | Buy |
5,976
+1,349
| +29% | +$219K | 0.07% | 119 |
|
|
2019
Q3 | $687K | Buy |
4,627
+716
| +18% | +$106K | 0.06% | 144 |
|
|
2019
Q2 | $593K | Buy |
3,911
+168
| +4% | +$25.5K | 0.05% | 155 |
|
|
2019
Q1 | $593K | Buy |
3,743
+375
| +11% | +$59.4K | 0.05% | 151 |
|
|
2018
Q4 | $461K | Buy |
3,368
+558
| +20% | +$76.4K | 0.04% | 180 |
|
|
2018
Q3 | $447K | Buy |
2,810
+156
| +6% | +$24.8K | 0.05% | 217 |
|
|
2018
Q2 | $362K | Buy |
2,654
+985
| +59% | +$134K | 0.04% | 245 |
|
|
2018
Q1 | $194K | Buy |
+1,669
| New | +$194K | 0.02% | 349 |
|
|
2016
Q4 | – | Sell |
-1,673
| Closed | -$119K | – | 460 |
|
|
2016
Q3 | $119K | Buy |
1,673
+323
| +24% | +$23K | 0.02% | 318 |
|
|
2016
Q2 | $107K | Buy |
1,350
+693
| +105% | +$54.9K | 0.02% | 286 |
|
|
2016
Q1 | $49K | Buy |
657
+60
| +10% | +$4.48K | 0.01% | 430 |
|
|
2015
Q4 | $47K | Buy |
597
+110
| +23% | +$8.66K | 0.01% | 382 |
|
|
2015
Q3 | $34K | Buy |
487
+185
| +61% | +$12.9K | 0.01% | 417 |
|
|
2015
Q2 | $21K | Buy |
302
+56
| +23% | +$3.89K | ﹤0.01% | 459 |
|
|
2015
Q1 | $16K | Buy |
246
+44
| +22% | +$2.86K | ﹤0.01% | 466 |
|
|
2014
Q4 | $12K | Buy |
+202
| New | +$12K | ﹤0.01% | 474 |
|
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$221K | – | 818 |
|
|
2013
Q4 | $221K | Buy |
+4,000
| New | +$221K | 0.08% | 80 |
|