Thoroughbred Financial Services’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.46M Sell
16,357
-5,964
-27% -$1.63M 0.31% 64
2025
Q1
$5.99M Sell
22,321
-23
-0.1% -$6.17K 0.37% 51
2024
Q4
$7.47M Buy
22,344
+665
+3% +$222K 0.46% 41
2024
Q3
$5.93M Sell
21,679
-2,753
-11% -$753K 0.38% 53
2024
Q2
$6.28M Buy
24,432
+5,981
+32% +$1.54M 0.42% 46
2024
Q1
$5.56M Sell
18,451
-4,023
-18% -$1.21M 0.53% 43
2023
Q4
$5.91M Buy
22,474
+1,280
+6% +$337K 0.48% 44
2023
Q3
$4.3M Buy
21,194
+2,443
+13% +$495K 0.42% 51
2023
Q2
$3.96M Buy
18,751
+2,674
+17% +$565K 0.52% 42
2023
Q1
$3.21M Buy
16,077
+238
+2% +$47.5K 0.47% 51
2022
Q4
$2.1M Sell
15,839
-1,750
-10% -$232K 0.34% 77
2022
Q3
$2.53M Sell
17,589
-2,945
-14% -$424K 0.48% 48
2022
Q2
$3.39M Buy
20,534
+554
+3% +$91.4K 0.62% 37
2022
Q1
$4.24M Buy
19,980
+6,041
+43% +$1.28M 0.69% 33
2021
Q4
$3.54M Buy
13,939
+1,635
+13% +$415K 0.74% 30
2021
Q3
$3.34M Buy
12,304
+315
+3% +$85.4K 0.81% 26
2021
Q2
$2.93M Sell
11,989
-785
-6% -$192K 0.73% 30
2021
Q1
$2.71M Buy
12,774
+675
+6% +$143K 0.75% 29
2020
Q4
$2.69M Buy
12,099
+4,949
+69% +$1.1M 0.83% 28
2020
Q3
$1.8M Buy
7,150
+337
+5% +$84.7K 0.68% 38
2020
Q2
$1.28M Sell
6,813
-1,865
-21% -$349K 0.53% 49
2020
Q1
$1.25M Buy
8,678
+4,463
+106% +$642K 0.44% 66
2019
Q4
$686K Buy
4,215
+268
+7% +$43.6K 0.23% 116
2019
Q3
$586K Buy
3,947
+915
+30% +$136K 0.22% 119
2019
Q2
$460K Buy
3,032
+125
+4% +$19K 0.17% 124
2019
Q1
$460K Buy
2,907
+783
+37% +$124K 0.19% 131
2018
Q4
$290K Buy
+2,124
New +$290K 0.14% 141