Summit Securities 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 | $84.3K | Buy |
+309
| New | +$84.3K | 0.02% | 290 |
|
|
2023
Q3 | – | Sell |
-1,568
| Closed | -$331K | – | 487 |
|
|
2023
Q2 | $331K | Buy |
1,568
+829
| +112% | +$175K | 0.04% | 93 |
|
|
2023
Q1 | $148K | Sell |
739
-6,002
| -89% | -$1.2M | 0.01% | 144 |
|
|
2022
Q4 | $894K | Sell |
6,741
-136,751
| -95% | -$18.1M | 0.03% | 63 |
|
|
2022
Q3 | $20.6M | Buy |
143,492
+138,432
| +2,736% | +$19.9M | 1.54% | 6 |
|
|
2022
Q2 | $835K | Buy |
+5,060
| New | +$835K | 0.1% | 70 |
|
|
2022
Q1 | – | Sell |
-9,910
| Closed | -$2.52M | – | 856 |
|
|
2021
Q4 | $2.52M | Sell |
9,910
-17
| -0.2% | -$4.32K | 0.12% | 72 |
|
|
2021
Q3 | $2.69M | Buy |
9,927
+8,849
| +821% | +$2.4M | 0.21% | 49 |
|
|
2021
Q2 | $263K | Buy |
+1,078
| New | +$263K | 0.02% | 267 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 277 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 281 |
|
|
2020
Q3 | – | Sell |
-1,300
| Closed | -$244K | – | 183 |
|
|
2020
Q2 | $244K | Buy |
+1,300
| New | +$244K | 0.03% | 116 |
|
|
2020
Q1 | – | Sell |
-6,300
| Closed | -$1.03M | – | 146 |
|
|
2019
Q4 | $1.03M | Buy |
+6,300
| New | +$1.03M | 0.08% | 91 |
|
|
2016
Q1 | – | Sell |
-10,000
| Closed | -$784K | – | 183 |
|
|
2015
Q4 | $784K | Buy |
+10,000
| New | +$784K | 0.25% | 64 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$6K | – | 490 |
|
|
2014
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 274 |
|