Stokes Family Office’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
1,691
+1
| +0.1% | +$273 | 0.05% | 172 |
|
|
2025
Q1 | $453K | Buy |
1,690
+30
| +2% | +$8.05K | 0.05% | 168 |
|
|
2024
Q4 | $555K | Sell |
1,660
-76
| -4% | -$25.4K | 0.06% | 149 |
|
|
2024
Q3 | $475K | Hold |
1,736
| – | – | 0.05% | 157 |
|
|
2024
Q2 | $446K | Buy |
1,736
+394
| +29% | +$101K | 0.05% | 158 |
|
|
2024
Q1 | $404K | Hold |
1,342
| – | – | 0.05% | 163 |
|
|
2023
Q4 | $353K | Sell |
1,342
-761
| -36% | -$200K | 0.05% | 161 |
|
|
2023
Q3 | $426K | Sell |
2,103
-56
| -3% | -$11.4K | 0.05% | 199 |
|
|
2023
Q2 | $456K | Sell |
2,159
-78
| -3% | -$16.5K | 0.05% | 190 |
|
|
2023
Q1 | $447K | Sell |
2,237
-606
| -21% | -$121K | 0.06% | 181 |
|
|
2022
Q4 | $377K | Sell |
2,843
-1,913
| -40% | -$254K | 0.05% | 191 |
|
|
2022
Q3 | $684K | Sell |
4,756
-607
| -11% | -$87.3K | 0.1% | 129 |
|
|
2022
Q2 | $885K | Buy |
5,363
+62
| +1% | +$10.2K | 0.12% | 117 |
|
|
2022
Q1 | $1.13M | Buy |
5,301
+558
| +12% | +$119K | 0.15% | 92 |
|
|
2021
Q4 | $1.21M | Sell |
4,743
-16
| -0.3% | -$4.07K | 0.15% | 88 |
|
|
2021
Q3 | $1.29M | Buy |
4,759
+124
| +3% | +$33.6K | 0.18% | 87 |
|
|
2021
Q2 | $1.13M | Buy |
4,635
+2,147
| +86% | +$524K | 0.16% | 86 |
|
|
2021
Q1 | $567K | Buy |
+2,488
| New | +$567K | 0.09% | 124 |
|