Boltwood 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 | $2.52M | Sell |
9,251
-14
| -0.2% | -$3.82K | 0.72% | 38 |
|
|
2025
Q1 | $2.49M | Sell |
9,265
-183
| -2% | -$49.1K | 0.76% | 36 |
|
|
2024
Q4 | $3.16M | Sell |
9,448
-185
| -2% | -$61.9K | 0.96% | 28 |
|
|
2024
Q3 | $2.64M | Sell |
9,633
-240
| -2% | -$65.7K | 0.78% | 34 |
|
|
2024
Q2 | $2.54M | Sell |
9,873
-169
| -2% | -$43.5K | 0.79% | 36 |
|
|
2024
Q1 | $3.02M | Sell |
10,042
-307
| -3% | -$92.5K | 0.94% | 30 |
|
|
2023
Q4 | $2.72M | Sell |
10,349
-22
| -0.2% | -$5.79K | 0.9% | 29 |
|
|
2023
Q3 | $2.1M | Sell |
10,371
-160
| -2% | -$32.4K | 0.78% | 39 |
|
|
2023
Q2 | $2.22M | Buy |
10,531
+5
| +0% | +$1.06K | 0.8% | 36 |
|
|
2023
Q1 | $2.1M | Sell |
10,526
-45
| -0.4% | -$8.99K | 0.79% | 37 |
|
|
2022
Q4 | $1.4M | Sell |
10,571
-147
| -1% | -$19.5K | 0.57% | 45 |
|
|
2022
Q3 | $1.54M | Buy |
10,718
+106
| +1% | +$15.3K | 0.71% | 42 |
|
|
2022
Q2 | $1.75M | Sell |
10,612
-300
| -3% | -$49.5K | 0.76% | 42 |
|
|
2022
Q1 | $2.32M | Sell |
10,912
-242
| -2% | -$51.4K | 0.9% | 39 |
|
|
2021
Q4 | $2.84M | Buy |
11,154
+69
| +0.6% | +$17.5K | 1.05% | 28 |
|
|
2021
Q3 | $3.01M | Sell |
11,085
-33
| -0.3% | -$8.95K | 1.21% | 22 |
|
|
2021
Q2 | $2.72M | Sell |
11,118
-143
| -1% | -$34.9K | 1.13% | 26 |
|
|
2021
Q1 | $2.39M | Sell |
11,261
-28
| -0.2% | -$5.93K | 1.06% | 27 |
|
|
2020
Q4 | $2.51M | Sell |
11,289
-575
| -5% | -$128K | 1.22% | 23 |
|
|
2020
Q3 | $2.98M | Sell |
11,864
-715
| -6% | -$180K | 1.66% | 13 |
|
|
2020
Q2 | $2.36M | Sell |
12,579
-330
| -3% | -$61.8K | 1.42% | 20 |
|
|
2020
Q1 | $1.86M | Sell |
12,909
-25
| -0.2% | -$3.6K | 1.32% | 24 |
|
|
2019
Q4 | $2.1M | Buy |
12,934
+99
| +0.8% | +$16.1K | 1.18% | 28 |
|
|
2019
Q3 | $1.91M | Buy |
12,835
+50
| +0.4% | +$7.42K | 1.2% | 29 |
|
|
2019
Q2 | $1.94M | Hold |
12,785
| – | – | 1.24% | 28 |
|
|
2019
Q1 | $2.03M | Buy |
12,785
+19
| +0.1% | +$3.01K | 1.32% | 25 |
|
|
2018
Q4 | $1.75M | Sell |
12,766
-361
| -3% | -$49.4K | 1.2% | 29 |
|
|
2018
Q3 | $2.09M | Sell |
13,127
-295
| -2% | -$46.9K | 1.24% | 24 |
|
|
2018
Q2 | $1.83M | Sell |
13,422
-40
| -0.3% | -$5.45K | 1.19% | 25 |
|
|
2018
Q1 | $1.57M | Sell |
13,462
-213
| -2% | -$24.8K | 1.07% | 31 |
|
|
2017
Q4 | $1.4M | Buy |
13,675
+60
| +0.4% | +$6.13K | 0.85% | 39 |
|
|
2017
Q3 | $1.27M | Sell |
13,615
-40
| -0.3% | -$3.73K | 0.83% | 41 |
|
|
2017
Q2 | $1.18M | Buy |
13,655
+60
| +0.4% | +$5.19K | 0.8% | 42 |
|
|
2017
Q1 | $1.12M | Buy |
13,595
+1,700
| +14% | +$140K | 0.78% | 40 |
|
|
2016
Q4 | $814K | Buy |
11,895
+550
| +5% | +$37.6K | 0.62% | 53 |
|
|
2016
Q3 | $809K | Buy |
11,345
+460
| +4% | +$32.8K | 0.65% | 54 |
|
|
2016
Q2 | $864K | Buy |
10,885
+685
| +7% | +$54.4K | 0.72% | 48 |
|
|
2016
Q1 | $753K | Buy |
10,200
+200
| +2% | +$14.8K | 0.66% | 52 |
|
|
2015
Q4 | $784K | Buy |
10,000
+650
| +7% | +$51K | 0.72% | 44 |
|
|
2015
Q3 | $649K | Buy |
9,350
+1,050
| +13% | +$72.9K | 0.69% | 48 |
|
|
2015
Q2 | $578K | Buy |
+8,300
| New | +$578K | 0.57% | 57 |
|