USA Financial Formulas’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-799
| Closed | -$214K | – | 267 |
|
|
2025
Q1 | $214K | Buy |
799
+43
| +6% | +$11.5K | 0.04% | 144 |
|
|
2024
Q4 | $253K | Buy |
+756
| New | +$253K | 0.04% | 140 |
|
|
2024
Q3 | – | Sell |
-20
| Closed | -$5.14K | – | 288 |
|
|
2024
Q2 | $5.14K | Sell |
20
-809
| -98% | -$208K | ﹤0.01% | 279 |
|
|
2024
Q1 | $250K | Sell |
829
-5,140
| -86% | -$1.55M | 0.04% | 161 |
|
|
2023
Q4 | $1.57M | Buy |
5,969
+5,962
| +85,171% | +$1.57M | 0.27% | 35 |
|
|
2023
Q3 | $1.42K | Hold |
7
| – | – | ﹤0.01% | 369 |
|
|
2023
Q2 | $1.48K | Hold |
7
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $1.4K | Buy |
+7
| New | +$1.4K | ﹤0.01% | 267 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 219 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 245 |
|
|
2022
Q1 | $1K | Sell |
5
-3,845
| -100% | -$769K | ﹤0.01% | 280 |
|
|
2021
Q4 | $978K | Buy |
3,850
+3,846
| +96,150% | +$977K | 0.84% | 59 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 349 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 343 |
|
|
2021
Q1 | $1K | Sell |
4
-6,756
| -100% | -$1.69M | ﹤0.01% | 296 |
|
|
2020
Q4 | $1.5M | Sell |
6,760
-5,043
| -43% | -$1.12M | 1.19% | 24 |
|
|
2020
Q3 | $2.97M | Buy |
11,803
+11,799
| +294,975% | +$2.96M | 2.24% | 3 |
|
|
2020
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 156 |
|
|
2019
Q1 | – | Sell |
-23,366
| Closed | -$3.72M | – | 170 |
|
|
2018
Q4 | $3.72M | Sell |
23,366
-6,037
| -21% | -$960K | 0.92% | 31 |
|
|
2018
Q3 | $4.01M | Buy |
29,403
+6,062
| +26% | +$827K | 1.02% | 25 |
|
|
2018
Q2 | $2.72M | Sell |
23,341
-185
| -0.8% | -$21.5K | 0.66% | 73 |
|
|
2018
Q1 | $2.74M | Buy |
+23,526
| New | +$2.74M | 0.66% | 73 |
|