Verde Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
9,051
+614
| +7% | +$167K | 0.61% | 32 |
|
|
2025
Q1 | $2.26M | Buy |
8,437
+286
| +4% | +$76.8K | 0.64% | 32 |
|
|
2024
Q4 | $2.73M | Sell |
8,151
-1,927
| -19% | -$644K | 0.77% | 25 |
|
|
2024
Q3 | $2.76M | Buy |
10,078
+115
| +1% | +$31.5K | 0.83% | 24 |
|
|
2024
Q2 | $2.56M | Buy |
9,963
+2,126
| +27% | +$547K | 0.81% | 23 |
|
|
2024
Q1 | $2.36M | Sell |
7,837
-346
| -4% | -$104K | 0.81% | 21 |
|
|
2023
Q4 | $2.15M | Sell |
8,183
-3,065
| -27% | -$807K | 0.81% | 21 |
|
|
2023
Q3 | $2.28M | Sell |
11,248
-1,422
| -11% | -$288K | 0.89% | 22 |
|
|
2023
Q2 | $2.68M | Sell |
12,670
-354
| -3% | -$74.8K | 1.02% | 20 |
|
|
2023
Q1 | $2.6M | Buy |
13,024
+68
| +0.5% | +$13.6K | 1.09% | 17 |
|
|
2022
Q4 | $1.72M | Sell |
12,956
-107
| -0.8% | -$14.2K | 0.82% | 22 |
|
|
2022
Q3 | $1.88M | Sell |
13,063
-2,149
| -14% | -$309K | 0.91% | 23 |
|
|
2022
Q2 | $2.51M | Buy |
15,212
+2,160
| +17% | +$357K | 1.15% | 16 |
|
|
2022
Q1 | $2.77M | Buy |
13,052
+1,299
| +11% | +$276K | 1.1% | 17 |
|
|
2021
Q4 | $2.99M | Buy |
11,753
+112
| +1% | +$28.5K | 1.14% | 19 |
|
|
2021
Q3 | $3.16M | Buy |
11,641
+457
| +4% | +$124K | 1.31% | 15 |
|
|
2021
Q2 | $2.73M | Buy |
11,184
+755
| +7% | +$184K | 1.15% | 16 |
|
|
2021
Q1 | $2.21M | Buy |
10,429
+1,677
| +19% | +$355K | 0.97% | 17 |
|
|
2020
Q4 | $1.95M | Buy |
8,752
+1,062
| +14% | +$236K | 0.97% | 16 |
|
|
2020
Q3 | $1.93M | Sell |
7,690
-5
| -0.1% | -$1.26K | 1.1% | 14 |
|
|
2020
Q2 | $1.44M | Sell |
7,695
-519
| -6% | -$97.2K | 0.94% | 15 |
|
|
2020
Q1 | $1.18M | Buy |
8,214
+380
| +5% | +$54.7K | 0.84% | 17 |
|
|
2019
Q4 | $1.27M | Buy |
+7,834
| New | +$1.27M | 0.74% | 19 |
|