Sumitomo Mitsui Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 150 |
|
|
2024
Q4 | – | Sell |
-1,931
| Closed | -$534K | – | 141 |
|
|
2024
Q3 | $534K | Sell |
1,931
-197
| -9% | -$54.5K | 0.01% | 102 |
|
|
2024
Q2 | $538K | Sell |
2,128
-2,303
| -52% | -$582K | 0.02% | 106 |
|
|
2024
Q1 | $1.33M | Buy |
+4,431
| New | +$1.33M | 0.04% | 89 |
|
|
2023
Q4 | – | Sell |
-5,313
| Closed | -$1.08M | – | 146 |
|
|
2023
Q3 | $1.08M | Buy |
5,313
+1,557
| +41% | +$316K | 0.03% | 93 |
|
|
2023
Q2 | $790K | Buy |
3,756
+963
| +34% | +$203K | 0.03% | 109 |
|
|
2023
Q1 | $549K | Buy |
2,793
+1,000
| +56% | +$197K | 0.02% | 116 |
|
|
2022
Q4 | $238K | Sell |
1,793
-3,737
| -68% | -$495K | 0.01% | 124 |
|
|
2022
Q3 | $812K | Buy |
5,530
+3,035
| +122% | +$446K | 0.03% | 110 |
|
|
2022
Q2 | $426K | Buy |
+2,495
| New | +$426K | 0.01% | 129 |
|
|
2022
Q1 | – | Sell |
-1,087
| Closed | -$277K | – | 162 |
|
|
2021
Q4 | $277K | Sell |
1,087
-4,967
| -82% | -$1.27M | 0.01% | 127 |
|
|
2021
Q3 | $1.64M | Buy |
6,054
+5,266
| +668% | +$1.42M | 0.04% | 102 |
|
|
2021
Q2 | $194K | Sell |
788
-5,051
| -87% | -$1.24M | ﹤0.01% | 119 |
|
|
2021
Q1 | $1.23M | Sell |
5,839
-15,193
| -72% | -$3.19M | 0.03% | 90 |
|
|
2020
Q4 | $4.68M | Buy |
+21,032
| New | +$4.68M | 0.12% | 50 |
|
|
2020
Q3 | – | Sell |
-4,894
| Closed | -$897K | – | 136 |
|
|
2020
Q2 | $897K | Buy |
4,894
+4,232
| +639% | +$776K | 0.03% | 69 |
|
|
2020
Q1 | $99K | Sell |
662
-3,838
| -85% | -$574K | ﹤0.01% | 100 |
|
|
2019
Q4 | $742K | Buy |
4,500
+1,644
| +58% | +$271K | 0.06% | 64 |
|
|
2019
Q3 | $423K | Buy |
2,856
+2,553
| +843% | +$378K | 0.04% | 70 |
|
|
2019
Q2 | $46K | Buy |
+303
| New | +$46K | ﹤0.01% | 91 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 105 |
|
|
2018
Q2 | – | Sell |
-1,680
| Closed | -$195K | – | 115 |
|
|
2018
Q1 | $195K | Sell |
1,680
-88
| -5% | -$10.2K | 0.02% | 73 |
|
|
2017
Q4 | $182K | Buy |
+1,768
| New | +$182K | 0.02% | 65 |
|