SN
Sittner & Nelson’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
816
+100
| +14% | +$27.3K | 0.09% | 133 |
|
|
2025
Q1 | $192K | Sell |
716
-31
| -4% | -$8.32K | 0.08% | 144 |
|
|
2024
Q4 | $250K | Sell |
747
-45
| -6% | -$15K | 0.11% | 112 |
|
|
2024
Q3 | $217K | Hold |
792
| – | – | 0.1% | 126 |
|
|
2024
Q2 | $204K | Sell |
792
-36
| -4% | -$9.26K | 0.1% | 112 |
|
|
2024
Q1 | $249K | Buy |
828
+100
| +14% | +$30.1K | 0.13% | 105 |
|
|
2023
Q4 | $192K | Sell |
728
-300
| -29% | -$78.9K | 0.1% | 114 |
|
|
2023
Q3 | $208K | Hold |
1,028
| – | – | 0.12% | 101 |
|
|
2023
Q2 | $217K | Buy |
1,028
+36
| +4% | +$7.61K | 0.12% | 102 |
|
|
2023
Q1 | $198K | Buy |
992
+36
| +4% | +$7.19K | 0.11% | 113 |
|
|
2022
Q4 | $127K | Sell |
956
-80
| -8% | -$10.6K | 0.08% | 147 |
|
|
2022
Q3 | $149K | Buy |
1,036
+300
| +41% | +$43.1K | 0.1% | 123 |
|
|
2022
Q2 | $121K | Buy |
736
+300
| +69% | +$49.3K | 0.08% | 129 |
|
|
2022
Q1 | $93K | Buy |
436
+155
| +55% | +$33.1K | 0.05% | 155 |
|
|
2021
Q4 | $71K | Buy |
281
+51
| +22% | +$12.9K | 0.04% | 177 |
|
|
2021
Q3 | $62K | Hold |
230
| – | – | 0.04% | 166 |
|
|
2021
Q2 | $56K | Hold |
230
| – | – | 0.04% | 169 |
|
|
2021
Q1 | $49K | Buy |
230
+10
| +5% | +$2.13K | 0.04% | 174 |
|
|
2020
Q4 | $49K | Buy |
+220
| New | +$49K | 0.04% | 167 |
|