XML Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $693K | Sell |
3,715
-264
| -7% | -$54.7K | 0.06% | 223 |
|
|
2025
Q4 | $1.05M | Buy |
3,979
+683
| +21% | +$170K | 0.09% | 172 |
|
|
2025
Q3 | $781K | Buy |
3,296
+173
| +6% | +$43.6K | 0.06% | 199 |
|
|
2025
Q2 | $852K | Sell |
3,123
-117
| -4% | -$31.3K | 0.07% | 188 |
|
|
2025
Q1 | $869K | Sell |
3,240
-246
| -7% | -$76.5K | 0.08% | 182 |
|
|
2024
Q4 | $1.17M | Sell |
3,486
-3
| -0.1% | -$957 | 0.11% | 158 |
|
|
2024
Q3 | $955K | Sell |
3,489
-33
| -0.9% | -$8.45K | 0.09% | 180 |
|
|
2024
Q2 | $906K | Buy |
3,522
+174
| +5% | +$46.6K | 0.09% | 173 |
|
|
2024
Q1 | $1.01M | Buy |
3,348
+14
| +0.4% | +$4.04K | 0.1% | 166 |
|
|
2023
Q4 | $877K | Buy |
3,334
+27
| +0.8% | +$6.11K | 0.09% | 172 |
|
|
2023
Q3 | $671K | Buy |
3,307
+110
| +3% | +$23.8K | 0.08% | 181 |
|
|
2023
Q2 | $675K | Buy |
3,197
+40
| +1% | +$8.16K | 0.08% | 184 |
|
|
2023
Q1 | $631K | Buy |
3,157
+26
| +0.8% | +$4.39K | 0.08% | 190 |
|
|
2022
Q4 | $415K | Buy |
3,131
+16
| +0.5% | +$2.33K | 0.05% | 219 |
|
|
2022
Q3 | $448K | Sell |
3,115
-12
| -0.4% | -$2.04K | 0.06% | 204 |
|
|
2022
Q2 | $516K | Buy |
3,127
+212
| +7% | +$37.5K | 0.12% | 134 |
|
|
2022
Q1 | $619K | Buy |
2,915
+413
| +17% | +$88.9K | 0.07% | 188 |
|
|
2021
Q4 | $636K | Buy |
2,502
+76
| +3% | +$21.4K | 0.08% | 182 |
|
|
2021
Q3 | $658K | Buy |
2,426
+575
| +31% | +$146K | 0.09% | 176 |
|
|
2021
Q2 | $452K | Sell |
1,851
-355
| -16% | -$81.8K | 0.1% | 148 |
|
|
2021
Q1 | $467K | Buy |
2,206
+45
| +2% | +$10K | 0.11% | 137 |
|
|
2020
Q4 | $481K | Buy |
2,161
+494
| +30% | +$120K | 0.12% | 131 |
|
|
2020
Q3 | $419K | Buy |
1,667
+18
| +1% | +$3.94K | 0.13% | 121 |
|
|
2020
Q2 | $309K | Buy |
1,649
+258
| +19% | +$43.5K | 0.11% | 144 |
|
|
2020
Q1 | $200K | Sell |
1,391
-1,073
| -44% | -$184K | 0.09% | 160 |
|
|
2019
Q4 | $401K | Buy |
+2,464
| New | +$386K | 0.15% | 116 |
|
Other funds holding CRM
VCM
VPM
