Texas Yale Capital Corp’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $926K | Sell |
4,959
-4,380
| -47% | -$907K | 0.03% | 297 |
|
|
2025
Q4 | $2.47M | Buy |
9,339
+20
| +0.2% | +$4.97K | 0.08% | 169 |
|
|
2025
Q3 | $2.21M | Buy |
9,319
+4,995
| +116% | +$1.26M | 0.07% | 182 |
|
|
2025
Q2 | $1.18M | Sell |
4,324
-257
| -6% | -$68.7K | 0.04% | 240 |
|
|
2025
Q1 | $1.23M | Buy |
4,581
+30
| +0.7% | +$9.33K | 0.05% | 238 |
|
|
2024
Q4 | $1.52M | Buy |
4,551
+79
| +2% | +$25.2K | 0.06% | 215 |
|
|
2024
Q3 | $1.22M | Buy |
4,472
+410
| +10% | +$105K | 0.05% | 238 |
|
|
2024
Q2 | $1.04M | Hold |
4,062
| – | – | 0.05% | 244 |
|
|
2024
Q1 | $1.22M | Hold |
4,062
| – | – | 0.05% | 229 |
|
|
2023
Q4 | $1.07M | Buy |
4,062
+121
| +3% | +$27.4K | 0.05% | 239 |
|
|
2023
Q3 | $799K | Hold |
3,941
| – | – | 0.04% | 260 |
|
|
2023
Q2 | $833K | Sell |
3,941
-222
| -5% | -$45.3K | 0.04% | 263 |
|
|
2023
Q1 | $832K | Buy |
4,163
+80
| +2% | +$13.5K | 0.04% | 266 |
|
|
2022
Q4 | $541K | Buy |
4,083
+1,859
| +84% | +$271K | 0.03% | 316 |
|
|
2022
Q3 | $320K | Hold |
2,224
| – | – | 0.02% | 355 |
|
|
2022
Q2 | $367K | Hold |
2,224
| – | – | 0.02% | 337 |
|
|
2022
Q1 | $472K | Sell |
2,224
-80
| -3% | -$17.2K | 0.03% | 324 |
|
|
2021
Q4 | $586K | Hold |
2,304
| – | – | 0.03% | 310 |
|
|
2021
Q3 | $625K | Buy |
2,304
+80
| +4% | +$20.3K | 0.04% | 293 |
|
|
2021
Q2 | $543K | Hold |
2,224
| – | – | 0.03% | 314 |
|
|
2021
Q1 | $471K | Buy |
2,224
+60
| +3% | +$13.4K | 0.03% | 316 |
|
|
2020
Q4 | $482K | Buy |
2,164
+387
| +22% | +$94.1K | 0.03% | 311 |
|
|
2020
Q3 | $447K | Hold |
1,777
| – | – | 0.03% | 307 |
|
|
2020
Q2 | $333K | Hold |
1,777
| – | – | 0.03% | 337 |
|
|
2020
Q1 | $256K | Sell |
1,777
-113
| -6% | -$19.4K | 0.03% | 348 |
|
|
2019
Q4 | $307K | Hold |
1,890
| – | – | 0.02% | 386 |
|
|
2019
Q3 | $281K | Hold |
1,890
| – | – | 0.02% | 394 |
|
|
2019
Q2 | $287K | Buy |
+1,890
| New | +$296K | 0.02% | 397 |
|
Other funds holding CRM
VCM
VPM
