Stonegate Investment Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
8,479
+35
| +0.4% | +$9.54K | 0.06% | 126 |
|
|
2025
Q1 | $2.27M | Buy |
8,444
+67
| +0.8% | +$18K | 0.06% | 115 |
|
|
2024
Q4 | $2.8M | Buy |
8,377
+470
| +6% | +$157K | 0.07% | 99 |
|
|
2024
Q3 | $2.16M | Buy |
7,907
+14
| +0.2% | +$3.83K | 0.06% | 120 |
|
|
2024
Q2 | $2.03M | Buy |
7,893
+722
| +10% | +$186K | 0.06% | 117 |
|
|
2024
Q1 | $2.16M | Sell |
7,171
-5
| -0.1% | -$1.51K | 0.07% | 112 |
|
|
2023
Q4 | $1.89M | Buy |
7,176
+260
| +4% | +$68.4K | 0.06% | 116 |
|
|
2023
Q3 | $1.4M | Sell |
6,916
-24
| -0.3% | -$4.87K | 0.05% | 132 |
|
|
2023
Q2 | $1.47M | Buy |
6,940
+758
| +12% | +$160K | 0.05% | 135 |
|
|
2023
Q1 | $1.24M | Sell |
6,182
-5,176
| -46% | -$1.03M | 0.05% | 139 |
|
|
2022
Q4 | $1.51M | Sell |
11,358
-608
| -5% | -$80.6K | 0.07% | 113 |
|
|
2022
Q3 | $1.72M | Sell |
11,966
-1,991
| -14% | -$286K | 0.08% | 110 |
|
|
2022
Q2 | $2.3M | Buy |
13,957
+832
| +6% | +$137K | 0.1% | 99 |
|
|
2022
Q1 | $2.79M | Sell |
13,125
-68
| -0.5% | -$14.4K | 0.09% | 82 |
|
|
2021
Q4 | $3.35M | Buy |
+13,193
| New | +$3.35M | 0.14% | 76 |
|