SC
Steph & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9K | Hold |
84
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $22.5K | Buy |
84
+21
| +33% | +$5.64K | 0.01% | 196 |
|
|
2024
Q4 | $21.1K | Sell |
63
-48
| -43% | -$16K | 0.01% | 206 |
|
|
2024
Q3 | $30.4K | Buy |
111
+18
| +19% | +$4.93K | 0.01% | 198 |
|
|
2024
Q2 | $23.9K | Sell |
93
-57
| -38% | -$14.7K | 0.01% | 197 |
|
|
2024
Q1 | $45.2K | Buy |
150
+84
| +127% | +$25.3K | 0.02% | 180 |
|
|
2023
Q4 | $17.4K | Hold |
66
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $13.4K | Hold |
66
| – | – | 0.01% | 229 |
|
|
2023
Q2 | $13.9K | Hold |
66
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $13.2K | Sell |
66
-22
| -25% | -$4.4K | 0.01% | 202 |
|
|
2022
Q4 | $12K | Hold |
88
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $13K | Hold |
88
| – | – | 0.01% | 196 |
|
|
2022
Q2 | $15K | Sell |
88
-309
| -78% | -$52.7K | 0.01% | 190 |
|
|
2022
Q1 | $84K | Hold |
397
| – | – | 0.05% | 161 |
|
|
2021
Q4 | $101K | Buy |
397
+309
| +351% | +$78.6K | 0.06% | 149 |
|
|
2021
Q3 | $24K | Hold |
88
| – | – | 0.02% | 217 |
|
|
2021
Q2 | $21K | Hold |
88
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $19K | Sell |
88
-9
| -9% | -$1.94K | 0.01% | 194 |
|
|
2020
Q4 | $22K | Hold |
97
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $24K | Sell |
97
-19
| -16% | -$4.7K | 0.02% | 174 |
|
|
2020
Q2 | $22K | Sell |
116
-11
| -9% | -$2.09K | 0.02% | 179 |
|
|
2020
Q1 | $18K | Hold |
127
| – | – | 0.02% | 181 |
|
|
2019
Q4 | $21K | Buy |
+127
| New | +$21K | 0.02% | 190 |
|