Steigerwald Gordon & Koch’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-633
| Closed | -$212K | – | 122 |
|
|
2024
Q4 | $212K | Buy |
+633
| New | +$212K | 0.02% | 121 |
|
|
2022
Q2 | – | Sell |
-1,052
| Closed | -$223K | – | 111 |
|
|
2022
Q1 | $223K | Hold |
1,052
| – | – | 0.03% | 107 |
|
|
2021
Q4 | $267K | Sell |
1,052
-11
| -1% | -$2.79K | 0.04% | 99 |
|
|
2021
Q3 | $288K | Buy |
1,063
+88
| +9% | +$23.8K | 0.05% | 93 |
|
|
2021
Q2 | $238K | Buy |
+975
| New | +$238K | 0.04% | 100 |
|