Whitney & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
50,376
+15,384
| +44% | +$4.2M | 1.36% | 25 |
|
|
2025
Q1 | $9.39M | Buy |
34,992
+625
| +2% | +$168K | 1% | 33 |
|
|
2024
Q4 | $11.5M | Buy |
34,367
+163
| +0.5% | +$54.5K | 1.21% | 31 |
|
|
2024
Q3 | $9.36M | Buy |
34,204
+182
| +0.5% | +$49.8K | 1% | 36 |
|
|
2024
Q2 | $8.75M | Buy |
34,022
+125
| +0.4% | +$32.1K | 1% | 33 |
|
|
2024
Q1 | $10.2M | Buy |
33,897
+375
| +1% | +$113K | 1.22% | 29 |
|
|
2023
Q4 | $8.82M | Buy |
33,522
+497
| +2% | +$131K | 1.14% | 30 |
|
|
2023
Q3 | $6.7M | Sell |
33,025
-31
| -0.1% | -$6.29K | 1% | 35 |
|
|
2023
Q2 | $6.98M | Buy |
33,056
+364
| +1% | +$76.9K | 1% | 36 |
|
|
2023
Q1 | $6.53M | Buy |
32,692
+9,217
| +39% | +$1.84M | 1.04% | 36 |
|
|
2022
Q4 | $3.11M | Sell |
23,475
-772
| -3% | -$102K | 0.57% | 46 |
|
|
2022
Q3 | $3.49M | Sell |
24,247
-43
| -0.2% | -$6.19K | 0.68% | 45 |
|
|
2022
Q2 | $4.01M | Buy |
24,290
+324
| +1% | +$53.5K | 0.73% | 48 |
|
|
2022
Q1 | $5.09M | Buy |
23,966
+1,203
| +5% | +$255K | 0.78% | 45 |
|
|
2021
Q4 | $5.79M | Buy |
22,763
+479
| +2% | +$122K | 0.85% | 43 |
|
|
2021
Q3 | $6.04M | Buy |
22,284
+650
| +3% | +$176K | 0.97% | 43 |
|
|
2021
Q2 | $5.29M | Buy |
21,634
+727
| +3% | +$178K | 0.85% | 46 |
|
|
2021
Q1 | $4.43M | Buy |
20,907
+1,236
| +6% | +$262K | 0.78% | 48 |
|
|
2020
Q4 | $4.45M | Buy |
+19,671
| New | +$4.45M | 0.72% | 51 |
|