Well Done LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-747
| Closed | -$203K | – | 193 |
|
|
2025
Q2 | $203K | Sell |
747
-304
| -29% | -$81.3K | 0.04% | 169 |
|
|
2025
Q1 | $351K | Buy |
1,051
+22
| +2% | +$6.84K | 0.06% | 126 |
|
|
2024
Q4 | $281K | Hold |
1,029
| – | – | 0.05% | 143 |
|
|
2024
Q3 | $281K | Sell |
1,029
-24
| -2% | -$6.15K | 0.05% | 144 |
|
|
2024
Q2 | $270K | Sell |
1,053
-370
| -26% | -$99K | 0.06% | 151 |
|
|
2024
Q1 | $429K | Buy |
1,423
+101
| +8% | +$29.1K | 0.08% | 122 |
|
|
2023
Q4 | $348K | Sell |
1,322
-40
| -3% | -$9.05K | 0.07% | 131 |
|
|
2023
Q3 | $276K | Sell |
1,362
-15
| -1% | -$3.24K | 0.06% | 135 |
|
|
2023
Q2 | $291K | Sell |
1,377
-192
| -12% | -$39.2K | 0.06% | 133 |
|
|
2023
Q1 | $313K | Buy |
1,569
+33
| +2% | +$5.57K | 0.07% | 128 |
|
|
2022
Q4 | $204K | Sell |
1,536
-168
| -10% | -$24.5K | 0.04% | 171 |
|
|
2022
Q3 | $245K | Buy |
1,704
+137
| +9% | +$23.2K | 0.06% | 136 |
|
|
2022
Q2 | $259K | Buy |
1,567
+105
| +7% | +$18.6K | 0.06% | 141 |
|
|
2022
Q1 | $310K | Buy |
1,462
+21
| +1% | +$4.52K | 0.06% | 139 |
|
|
2021
Q4 | $366K | Buy |
1,441
+155
| +12% | +$43.6K | 0.07% | 125 |
|
|
2021
Q3 | $349K | Buy |
1,286
+294
| +30% | +$74.7K | 0.08% | 126 |
|
|
2021
Q2 | $242K | Sell |
992
-85
| -8% | -$19.6K | 0.05% | 152 |
|
|
2021
Q1 | $228K | Buy |
1,077
+211
| +24% | +$47K | 0.05% | 152 |
|
|
2020
Q4 | $193K | Buy |
+866
| New | +$211K | 0.05% | 150 |
|
|
2020
Q3 | – | Sell |
-1,252
| Closed | -$235K | – | 137 |
|
|
2020
Q2 | $235K | Buy |
+1,252
| New | +$211K | 0.06% | 132 |
|
|
2019
Q1 | – | Sell |
-741
| Closed | -$101K | – | 246 |
|
|
2018
Q4 | $101K | Buy |
+741
| New | +$102K | 0.03% | 196 |
|
|
2018
Q2 | – | Sell |
-565
| Closed | -$66K | – | 201 |
|
|
2018
Q1 | $66K | Buy |
+565
| New | +$64.9K | 0.02% | 207 |
|
Other funds holding CRM
