VHAM
Van Hulzen Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+742
| New | +$202K | 0.02% | 308 |
|
|
2025
Q1 | – | Sell |
-656
| Closed | -$219K | – | 464 |
|
|
2024
Q4 | $219K | Buy |
+656
| New | +$219K | 0.02% | 292 |
|
|
2024
Q3 | – | Sell |
-919
| Closed | -$236K | – | 324 |
|
|
2024
Q2 | $236K | Sell |
919
-10,428
| -92% | -$2.68M | 0.02% | 280 |
|
|
2024
Q1 | $3.42M | Sell |
11,347
-34
| -0.3% | -$10.2K | 0.23% | 84 |
|
|
2023
Q4 | $3M | Sell |
11,381
-3,364
| -23% | -$885K | 0.21% | 83 |
|
|
2023
Q3 | $2.99M | Buy |
+14,745
| New | +$2.99M | 0.23% | 76 |
|
|
2023
Q2 | – | Sell |
-7,114
| Closed | -$1.42M | – | 310 |
|
|
2023
Q1 | $1.42M | Sell |
7,114
-175
| -2% | -$35K | 0.13% | 100 |
|
|
2022
Q4 | $966K | Sell |
7,289
-594
| -8% | -$78.7K | 0.11% | 123 |
|
|
2022
Q3 | $1.13M | Sell |
7,883
-301
| -4% | -$43.3K | 0.14% | 110 |
|
|
2022
Q2 | $1.35M | Sell |
8,184
-14,398
| -64% | -$2.38M | 0.16% | 103 |
|
|
2022
Q1 | $4.8M | Buy |
22,582
+10,312
| +84% | +$2.19M | 0.51% | 57 |
|
|
2021
Q4 | $3.14M | Buy |
+12,270
| New | +$3.14M | 0.34% | 69 |
|
|
2021
Q1 | – | Sell |
-2,089
| Closed | -$465K | – | 275 |
|
|
2020
Q4 | $465K | Sell |
2,089
-18,050
| -90% | -$4.02M | 0.07% | 152 |
|
|
2020
Q3 | $5.06M | Buy |
+20,139
| New | +$5.06M | 0.76% | 45 |
|