CRM
Salesforce Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
CRM Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.22% | -31.83% | 3.14% | -4.74% | 5.46% | 9.27% | 7.26% | 16.80% |
| Sharpe Ratio | 497.05 | -1.11 | 0.14 | -0.13 | 0.22 | 0.25 | 0.26 | 0.39 |
| Max Drawdown | 0.00% | -42.92% | -34.15% | -58.62% | -40.45% | -58.62% | -40.45% | -70.50% |
| % Time Invested | 0.0% | 100.0% | 39.5% | 100.0% | 55.0% | 100.0% | 59.0% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.8 | 0.0 | 2.0 | 0.0 | 2.5 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-04-07 | Open | Interest | 100% | $1.00 | $1.00 | 4.50% | Mark-to-Market |
| 2025-03-18 | 2025-04-07 | Completed | 100% | $277.51 | $227.94 | -17.86% | Stop |
| 2025-02-24 | 2025-03-18 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-11-01 | 2025-02-24 | Completed | 100% | $287.30 | $308.72 | 7.45% | Stop |
| 2024-07-11 | 2024-11-01 | Interest | 100% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2024-06-25 | 2024-07-11 | Completed | 100% | $238.59 | $249.66 | 4.64% | Signal |
| 2024-05-31 | 2024-06-25 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-05-14 | 2024-05-31 | Completed | 100% | $273.31 | $216.22 | -20.89% | Stop |
| 2024-04-22 | 2024-05-14 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2023-10-26 | 2024-04-22 | Completed | 100% | $194.56 | $275.71 | 41.71% | Stop |
| 2023-10-04 | 2023-10-26 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2023-03-14 | 2023-10-04 | Completed | 100% | $177.40 | $197.97 | 11.60% | Stop |
| 2022-10-28 | 2023-03-14 | Interest | 100% | $1.00 | $1.01 | 1.34% | Interest Income |
| 2022-10-26 | 2022-10-28 | Completed | 100% | $157.49 | $157.20 | -0.18% | Signal |
| 2022-01-25 | 2022-10-26 | Interest | 100% | $1.00 | $1.02 | 2.14% | Interest Income |
| 2021-12-27 | 2022-01-25 | Completed | 100% | $249.72 | $217.80 | -12.78% | Stop |
| 2021-12-02 | 2021-12-27 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-07-13 | 2021-12-02 | Completed | 100% | $238.78 | $249.16 | 4.35% | Stop |
| 2021-03-04 | 2021-07-13 | Interest | 100% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2020-12-28 | 2021-03-04 | Completed | 100% | $223.93 | $203.85 | -8.97% | Stop |
| 2020-12-03 | 2020-12-28 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-10-13 | 2020-12-03 | Completed | 100% | $262.57 | $222.84 | -15.13% | Stop |
| 2020-09-21 | 2020-10-13 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-09 | 2020-09-21 | Completed | 100% | $173.45 | $235.51 | 35.78% | Stop |
| 2020-04-03 | 2020-06-09 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2020-04-03 | Completed | 100% | $142.54 | $132.50 | -7.04% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-12-11 | 2020-03-02 | Completed | 100% | $154.57 | $169.71 | 9.79% | Stop |
| 2019-09-10 | 2019-12-11 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2019-08-28 | 2019-09-10 | Completed | 100% | $150.29 | $146.62 | -2.45% | Signal |
| 2019-08-06 | 2019-08-28 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-02-06 | 2019-08-06 | Completed | 100% | $156.70 | $141.71 | -9.57% | Stop |
| 2018-12-20 | 2019-02-06 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2018-11-16 | 2018-12-20 | Completed | 100% | $129.94 | $127.38 | -1.97% | Signal |
| 2018-10-25 | 2018-11-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2017-03-06 | 2018-10-25 | Completed | 100% | $80.58 | $131.76 | 63.52% | Stop |
| 2016-10-20 | 2017-03-06 | Interest | 100% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2016-10-18 | 2016-10-20 | Completed | 100% | $72.93 | $71.91 | -1.39% | Signal |
| 2016-09-26 | 2016-10-18 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2016-05-05 | 2016-09-26 | Completed | 100% | $73.04 | $69.48 | -4.87% | Stop |
| 2016-02-12 | 2016-05-05 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2016-02-10 | 2016-02-12 | Completed | 100% | $57.65 | $59.14 | 2.58% | Signal |
| 2016-01-19 | 2016-02-10 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-19 | Completed | 100% | $70.47 | $70.82 | 0.50% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-01-05 | 2015-08-25 | Completed | 100% | $57.75 | $66.61 | 15.34% | Stop |
| 2014-12-10 | 2015-01-05 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-09-29 | 2014-12-10 | Completed | 100% | $54.76 | $55.30 | 0.99% | Stop |
| 2014-08-26 | 2014-09-29 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2014-08-22 | 2014-08-26 | Completed | 100% | $57.05 | $57.96 | 1.59% | Signal |
| 2014-05-28 | 2014-08-22 | Interest | 100% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2014-05-21 | 2014-05-28 | Completed | 100% | $51.84 | $53.37 | 2.95% | Signal |
| 2014-04-29 | 2014-05-21 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2014-04-16 | 2014-04-29 | Completed | 100% | $55.15 | $48.52 | -12.03% | Stop |
| 2014-03-25 | 2014-04-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2013-08-30 | 2014-03-25 | Completed | 100% | $46.98 | $55.99 | 19.17% | Stop |
| 2013-07-05 | 2013-08-30 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2013-06-27 | 2013-07-05 | Completed | 100% | $37.79 | $38.40 | 1.62% | Signal |
| 2013-06-05 | 2013-06-27 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-08-27 | 2013-06-05 | Completed | 100% | $36.27 | $38.12 | 5.12% | Stop |
| 2012-08-03 | 2012-08-27 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2012-06-05 | 2012-08-03 | Completed | 100% | $32.21 | $30.58 | -5.07% | Stop |
| 2012-05-11 | 2012-06-05 | Interest | 100% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2012-03-21 | 2012-05-11 | Completed | 100% | $37.56 | $33.29 | -11.37% | Stop |
| 2011-09-13 | 2012-03-21 | Interest | 100% | $1.00 | $1.01 | 1.05% | Interest Income |
| 2011-08-29 | 2011-09-13 | Completed | 100% | $29.28 | $30.49 | 4.17% | Signal |
| 2011-08-05 | 2011-08-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-04-07 | 2011-08-05 | Completed | 100% | $32.86 | $34.32 | 4.43% | Stop |
| 2011-03-16 | 2011-04-07 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2011-02-16 | 2011-03-16 | Completed | 100% | $35.17 | $30.89 | -12.16% | Stop |
| 2011-01-25 | 2011-02-16 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2010-10-29 | 2011-01-25 | Completed | 100% | $28.30 | $30.96 | 9.40% | Stop |
| 2010-10-07 | 2010-10-29 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2010-06-16 | 2010-10-07 | Completed | 100% | $23.21 | $26.32 | 13.37% | Stop |
| 2010-05-24 | 2010-06-16 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2010-02-18 | 2010-05-24 | Completed | 100% | $16.67 | $20.28 | 21.68% | Stop |
| 2010-01-26 | 2010-02-18 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-06-17 | 2010-01-26 | Completed | 100% | $9.89 | $15.81 | 59.80% | Stop |
| 2009-05-26 | 2009-06-17 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2009-05-20 | 2009-05-26 | Completed | 100% | $10.18 | $8.98 | -11.74% | Stop |
| 2008-09-22 | 2009-05-20 | Interest | 100% | $1.00 | $1.02 | 1.99% | Interest Income |
| 2008-09-16 | 2008-09-22 | Completed | 100% | $13.26 | $13.74 | 3.61% | Signal |
| 2008-08-22 | 2008-09-16 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-07-31 | 2008-08-22 | Completed | 100% | $15.83 | $13.39 | -15.42% | Stop |
| 2008-07-09 | 2008-07-31 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-01-31 | 2008-07-09 | Completed | 100% | $12.25 | $16.45 | 34.33% | Stop |
| 2008-01-08 | 2008-01-31 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-12-04 | 2008-01-08 | Completed | 100% | $13.59 | $14.23 | 4.71% | Stop |
| 2007-11-09 | 2007-12-04 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2007-10-09 | 2007-11-09 | Completed | 100% | $13.63 | $11.74 | -13.85% | Stop |
| 2007-09-17 | 2007-10-09 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2007-09-12 | 2007-09-17 | Completed | 100% | $11.15 | $11.24 | 0.75% | Signal |
| 2007-08-02 | 2007-09-12 | Interest | 100% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2007-07-18 | 2007-08-02 | Completed | 100% | $10.69 | $9.85 | -7.86% | Stop |
| 2007-06-25 | 2007-07-18 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2007-03-26 | 2007-06-25 | Completed | 100% | $10.60 | $9.79 | -7.60% | Stop |
| 2007-03-02 | 2007-03-26 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2007-01-17 | 2007-03-02 | Completed | 100% | $10.61 | $10.83 | 2.09% | Stop |
| 2006-12-20 | 2007-01-17 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2006-10-11 | 2006-12-20 | Completed | 100% | $9.79 | $9.20 | -6.01% | Stop |
| 2006-09-01 | 2006-10-11 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
Return Distribution Analysis
