Brinker Capital Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
87,816
+9,834
| +13% | +$2.68M | 0.2% | 92 |
|
|
2025
Q1 | $20.9M | Buy |
77,982
+17,269
| +28% | +$4.63M | 0.21% | 93 |
|
|
2024
Q4 | $20.3M | Sell |
60,713
-9,428
| -13% | -$3.15M | 0.2% | 93 |
|
|
2024
Q3 | $19.2M | Sell |
70,141
-29,922
| -30% | -$8.19M | 0.19% | 105 |
|
|
2024
Q2 | $25.7M | Buy |
100,063
+2,266
| +2% | +$583K | 0.27% | 65 |
|
|
2024
Q1 | $29.5M | Sell |
97,797
-123
| -0.1% | -$37K | 0.32% | 53 |
|
|
2023
Q4 | $25.5M | Sell |
97,920
-2,615
| -3% | -$682K | 0.3% | 62 |
|
|
2023
Q3 | $20.4M | Sell |
100,535
-3,068
| -3% | -$622K | 0.25% | 84 |
|
|
2023
Q2 | $21.9M | Sell |
103,603
-16,096
| -13% | -$3.4M | 0.23% | 80 |
|
|
2023
Q1 | $23.9M | Buy |
119,699
+7,114
| +6% | +$1.42M | 0.3% | 65 |
|
|
2022
Q4 | $14.9M | Sell |
112,585
-10,672
| -9% | -$1.42M | 0.3% | 76 |
|
|
2022
Q3 | $17.7M | Buy |
123,257
+21,338
| +21% | +$3.07M | 0.37% | 54 |
|
|
2022
Q2 | $16.8M | Buy |
101,919
+7,379
| +8% | +$1.22M | 0.32% | 66 |
|
|
2022
Q1 | $20.1M | Sell |
94,540
-14,667
| -13% | -$3.11M | 0.31% | 64 |
|
|
2021
Q4 | $27.8M | Sell |
109,207
-16,444
| -13% | -$4.18M | 0.4% | 45 |
|
|
2021
Q3 | $30.7M | Buy |
125,651
+1,422
| +1% | +$348K | 0.49% | 40 |
|
|
2021
Q2 | $30.3M | Buy |
124,229
+15,759
| +15% | +$3.85M | 0.4% | 50 |
|
|
2021
Q1 | $23M | Buy |
108,470
+57,262
| +112% | +$12.1M | 0.35% | 71 |
|
|
2020
Q4 | $11.4M | Sell |
51,208
-25,223
| -33% | -$5.61M | 0.18% | 127 |
|
|
2020
Q3 | $19.2M | Buy |
+76,431
| New | +$19.2M | 0.33% | 64 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$8K | – | 390 |
|
|
2019
Q4 | $8K | Hold |
47
| – | – | ﹤0.01% | 588 |
|
|
2019
Q3 | $7K | Sell |
47
-578
| -92% | -$86.1K | ﹤0.01% | 601 |
|
|
2019
Q2 | $95K | Buy |
625
+251
| +67% | +$38.2K | ﹤0.01% | 490 |
|
|
2019
Q1 | $59K | Buy |
374
+327
| +696% | +$51.6K | ﹤0.01% | 440 |
|
|
2018
Q4 | $6K | Hold |
47
| – | – | ﹤0.01% | 535 |
|
|
2018
Q3 | $7K | Buy |
+47
| New | +$7K | ﹤0.01% | 499 |
|
|
2016
Q1 | – | Sell |
-5,305
| Closed | -$416K | – | 455 |
|
|
2015
Q4 | $416K | Buy |
5,305
+585
| +12% | +$45.9K | 0.02% | 242 |
|
|
2015
Q3 | $328K | Buy |
+4,720
| New | +$328K | 0.01% | 251 |
|