TCM
Tran Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Sell |
92,134
-816
| -0.9% | -$223K | 2.96% | 15 |
|
|
2025
Q1 | $24.9M | Buy |
92,950
+5,239
| +6% | +$1.41M | 3.36% | 13 |
|
|
2024
Q4 | $29.3M | Sell |
87,711
-6,872
| -7% | -$2.3M | 3.33% | 12 |
|
|
2024
Q3 | $25.9M | Sell |
94,583
-1,565
| -2% | -$428K | 2.79% | 17 |
|
|
2024
Q2 | $24.7M | Buy |
96,148
+5,923
| +7% | +$1.52M | 2.87% | 18 |
|
|
2024
Q1 | $27.2M | Buy |
90,225
+32,926
| +57% | +$9.92M | 3.03% | 18 |
|
|
2023
Q4 | $15.1M | Buy |
57,299
+14,058
| +33% | +$3.7M | 1.76% | 23 |
|
|
2023
Q3 | $8.77M | Sell |
43,241
-433
| -1% | -$87.8K | 1.13% | 22 |
|
|
2023
Q2 | $9.23M | Sell |
43,674
-1,208
| -3% | -$255K | 1.09% | 21 |
|
|
2023
Q1 | $8.97M | Buy |
44,882
+42,105
| +1,516% | +$8.41M | 1.12% | 22 |
|
|
2022
Q4 | $368K | Sell |
2,777
-196,496
| -99% | -$26.1M | 0.05% | 35 |
|
|
2022
Q3 | $28.7M | Sell |
199,273
-10,449
| -5% | -$1.5M | 3.67% | 15 |
|
|
2022
Q2 | $34.6M | Sell |
209,722
-5,057
| -2% | -$835K | 3.96% | 14 |
|
|
2022
Q1 | $45.6M | Sell |
214,779
-2,164
| -1% | -$459K | 4% | 11 |
|
|
2021
Q4 | $55.1M | Sell |
216,943
-24,967
| -10% | -$6.34M | 4.41% | 11 |
|
|
2021
Q3 | $65.6M | Sell |
241,910
-3,172
| -1% | -$860K | 5.49% | 4 |
|
|
2021
Q2 | $59.9M | Buy |
245,082
+12,348
| +5% | +$3.02M | 4.94% | 7 |
|
|
2021
Q1 | $49.3M | Buy |
232,734
+55,941
| +32% | +$11.9M | 4.39% | 10 |
|
|
2020
Q4 | $39.3M | Sell |
176,793
-6,173
| -3% | -$1.37M | 3.64% | 14 |
|
|
2020
Q3 | $46M | Buy |
182,966
+45,148
| +33% | +$11.3M | 4.95% | 5 |
|
|
2020
Q2 | $25.8M | Buy |
+137,818
| New | +$25.8M | 2.99% | 16 |
|