SL
Summitry LLC’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4M | Buy |
195,840
+6,249
| +3% | +$1.7M | 2.42% | 18 |
|
|
2025
Q1 | $50.9M | Buy |
189,591
+1,333
| +0.7% | +$358K | 2.57% | 17 |
|
|
2024
Q4 | $62.9M | Sell |
188,258
-1,160
| -0.6% | -$388K | 3.08% | 13 |
|
|
2024
Q3 | $51.8M | Buy |
189,418
+2,189
| +1% | +$599K | 2.48% | 18 |
|
|
2024
Q2 | $48.1M | Buy |
187,229
+1,759
| +0.9% | +$452K | 2.49% | 19 |
|
|
2024
Q1 | $55.9M | Sell |
185,470
-12,897
| -7% | -$3.88M | 2.93% | 16 |
|
|
2023
Q4 | $52.2M | Sell |
198,367
-4,007
| -2% | -$1.05M | 3.03% | 16 |
|
|
2023
Q3 | $41M | Buy |
202,374
+534
| +0.3% | +$108K | 2.7% | 17 |
|
|
2023
Q2 | $42.6M | Sell |
201,840
-3,210
| -2% | -$678K | 2.69% | 18 |
|
|
2023
Q1 | $41M | Buy |
205,050
+20,123
| +11% | +$4.02M | 2.75% | 16 |
|
|
2022
Q4 | $24.5M | Sell |
184,927
-9,328
| -5% | -$1.24M | 1.8% | 30 |
|
|
2022
Q3 | $27.9M | Sell |
194,255
-188
| -0.1% | -$27K | 2.11% | 23 |
|
|
2022
Q2 | $32.1M | Sell |
194,443
-4,053
| -2% | -$669K | 2.34% | 22 |
|
|
2022
Q1 | $42.1M | Buy |
198,496
+36,616
| +23% | +$7.77M | 2.5% | 20 |
|
|
2021
Q4 | $41.1M | Buy |
161,880
+2,990
| +2% | +$760K | 2.4% | 20 |
|
|
2021
Q3 | $43.1M | Buy |
158,890
+40,152
| +34% | +$10.9M | 2.69% | 17 |
|
|
2021
Q2 | $29M | Buy |
118,738
+2,473
| +2% | +$604K | 1.8% | 28 |
|
|
2021
Q1 | $24.6M | Buy |
+116,265
| New | +$24.6M | 1.58% | 30 |
|
|
2020
Q2 | – | Sell |
-5,612
| Closed | -$808K | – | 82 |
|
|
2020
Q1 | $808K | Buy |
+5,612
| New | +$808K | 0.07% | 62 |
|