Smith Anglin Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
1,816
+147
| +9% | +$40.1K | 0.04% | 125 |
|
|
2025
Q1 | $448K | Buy |
1,669
+868
| +108% | +$233K | 0.05% | 127 |
|
|
2024
Q4 | $268K | Sell |
801
-9
| -1% | -$3.01K | 0.03% | 166 |
|
|
2024
Q3 | $222K | Sell |
810
-52
| -6% | -$14.2K | 0.02% | 186 |
|
|
2024
Q2 | $222K | Sell |
862
-97
| -10% | -$25K | 0.02% | 171 |
|
|
2024
Q1 | $289K | Sell |
959
-10
| -1% | -$3.01K | 0.03% | 141 |
|
|
2023
Q4 | $255K | Buy |
+969
| New | +$255K | 0.03% | 144 |
|
|
2023
Q3 | – | Sell |
-948
| Closed | -$200K | – | 179 |
|
|
2023
Q2 | $200K | Sell |
948
-162
| -15% | -$34.2K | 0.02% | 165 |
|
|
2023
Q1 | $222K | Buy |
+1,110
| New | +$222K | 0.03% | 151 |
|