Tennessee Valley Asset Management Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
1,858
+52
| +3% | +$14.2K | 0.13% | 50 |
|
|
2025
Q1 | $485K | Buy |
1,806
+6
| +0.3% | +$1.61K | 0.08% | 99 |
|
|
2024
Q4 | $602K | Buy |
1,800
+2
| +0.1% | +$669 | 0.1% | 84 |
|
|
2024
Q3 | $492K | Sell |
1,798
-32
| -2% | -$8.76K | 0.08% | 96 |
|
|
2024
Q2 | $471K | Buy |
1,830
+9
| +0.5% | +$2.31K | 0.09% | 93 |
|
|
2024
Q1 | $549K | Sell |
1,821
-1,737
| -49% | -$523K | 0.13% | 72 |
|
|
2023
Q4 | $936K | Buy |
3,558
+1,802
| +103% | +$474K | 0.13% | 79 |
|
|
2023
Q3 | $356K | Hold |
1,756
| – | – | 0.12% | 83 |
|
|
2023
Q2 | $371K | Buy |
1,756
+38
| +2% | +$8.03K | 0.12% | 82 |
|
|
2023
Q1 | $343K | Buy |
1,718
+62
| +4% | +$12.4K | 0.11% | 80 |
|
|
2022
Q4 | $220K | Sell |
1,656
-117
| -7% | -$15.5K | 0.08% | 100 |
|
|
2022
Q3 | $255K | Hold |
1,773
| – | – | 0.1% | 85 |
|
|
2022
Q2 | $293K | Buy |
1,773
+175
| +11% | +$28.9K | 0.11% | 67 |
|
|
2022
Q1 | $339K | Sell |
1,598
-15
| -0.9% | -$3.18K | 0.11% | 63 |
|
|
2021
Q4 | $410K | Buy |
1,613
+151
| +10% | +$38.4K | 0.14% | 50 |
|
|
2021
Q3 | $397K | Buy |
+1,462
| New | +$397K | 0.15% | 55 |
|
|
2021
Q2 | – | Sell |
-2,350
| Closed | -$498K | – | 38 |
|
|
2021
Q1 | $498K | Buy |
2,350
+536
| +30% | +$114K | 0.13% | 62 |
|
|
2020
Q4 | $404K | Buy |
+1,814
| New | +$404K | 0.1% | 67 |
|