Smith, Moore & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
1,641
-267
| -14% | -$72.8K | 0.04% | 318 |
|
|
2025
Q1 | $512K | Buy |
1,908
+281
| +17% | +$75.4K | 0.05% | 289 |
|
|
2024
Q4 | $544K | Buy |
1,627
+159
| +11% | +$53.2K | 0.05% | 277 |
|
|
2024
Q3 | $402K | Sell |
1,468
-691
| -32% | -$189K | 0.04% | 308 |
|
|
2024
Q2 | $555K | Buy |
2,159
+270
| +14% | +$69.4K | 0.06% | 254 |
|
|
2024
Q1 | $569K | Sell |
1,889
-158
| -8% | -$47.6K | 0.06% | 248 |
|
|
2023
Q4 | $539K | Buy |
2,047
+460
| +29% | +$121K | 0.06% | 244 |
|
|
2023
Q3 | $322K | Sell |
1,587
-50
| -3% | -$10.1K | 0.04% | 302 |
|
|
2023
Q2 | $346K | Buy |
1,637
+138
| +9% | +$29.2K | 0.04% | 296 |
|
|
2023
Q1 | $299K | Buy |
+1,499
| New | +$299K | 0.04% | 306 |
|
|
2022
Q2 | – | Sell |
-1,234
| Closed | -$262K | – | 398 |
|
|
2022
Q1 | $262K | Buy |
1,234
+98
| +9% | +$20.8K | 0.04% | 339 |
|
|
2021
Q4 | $289K | Buy |
1,136
+150
| +15% | +$38.2K | 0.04% | 335 |
|
|
2021
Q3 | $267K | Sell |
986
-95
| -9% | -$25.7K | 0.04% | 331 |
|
|
2021
Q2 | $264K | Sell |
1,081
-50
| -4% | -$12.2K | 0.04% | 330 |
|
|
2021
Q1 | $240K | Buy |
+1,131
| New | +$240K | 0.04% | 326 |
|
|
2020
Q3 | – | Sell |
-1,391
| Closed | -$261K | – | 328 |
|
|
2020
Q2 | $261K | Buy |
+1,391
| New | +$261K | 0.06% | 260 |
|