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 |
|