SF
Summit Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
16,532
-15,322
| -48% | -$4.18M | 0.1% | 171 |
|
|
2025
Q1 | $8.55M | Buy |
31,854
+13,155
| +70% | +$3.53M | 0.24% | 76 |
|
|
2024
Q4 | $6.26M | Sell |
18,699
-521
| -3% | -$174K | 0.22% | 84 |
|
|
2024
Q3 | $5.27M | Buy |
19,220
+130
| +0.7% | +$35.6K | 0.21% | 87 |
|
|
2024
Q2 | $4.91M | Buy |
19,090
+10,515
| +123% | +$2.7M | 0.22% | 73 |
|
|
2024
Q1 | $2.59M | Sell |
8,575
-751
| -8% | -$226K | 0.15% | 89 |
|
|
2023
Q4 | $2.45M | Buy |
9,326
+712
| +8% | +$187K | 0.16% | 87 |
|
|
2023
Q3 | $1.75M | Sell |
8,614
-7,269
| -46% | -$1.47M | 0.13% | 109 |
|
|
2023
Q2 | $3.36M | Buy |
15,883
+343
| +2% | +$72.5K | 0.24% | 57 |
|
|
2023
Q1 | $3.1M | Sell |
15,540
-3,714
| -19% | -$742K | 0.27% | 39 |
|
|
2022
Q4 | $2.55M | Sell |
19,254
-4,592
| -19% | -$609K | 0.24% | 46 |
|
|
2022
Q3 | $3.43M | Buy |
23,846
+1,225
| +5% | +$176K | 0.32% | 37 |
|
|
2022
Q2 | $3.73M | Buy |
22,621
+8,180
| +57% | +$1.35M | 0.35% | 32 |
|
|
2022
Q1 | $3.07M | Buy |
14,441
+2,339
| +19% | +$497K | 0.24% | 45 |
|
|
2021
Q4 | $3.08M | Buy |
12,102
+1,266
| +12% | +$322K | 0.23% | 41 |
|
|
2021
Q3 | $2.94M | Buy |
10,836
+9,210
| +566% | +$2.5M | 0.25% | 36 |
|
|
2021
Q2 | $397K | Buy |
+1,626
| New | +$397K | 0.04% | 103 |
|