Brookstone 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 | $13.6M | Buy |
49,926
+4,195
| +9% | +$1.14M | 0.18% | 139 |
|
|
2025
Q1 | $12.3M | Sell |
45,731
-11,436
| -20% | -$3.07M | 0.18% | 142 |
|
|
2024
Q4 | $19.1M | Buy |
57,167
+652
| +1% | +$218K | 0.28% | 92 |
|
|
2024
Q3 | $15.5M | Buy |
56,515
+4,642
| +9% | +$1.27M | 0.23% | 108 |
|
|
2024
Q2 | $13M | Buy |
51,873
+12,785
| +33% | +$3.21M | 0.22% | 110 |
|
|
2024
Q1 | $11.8M | Buy |
39,088
+622
| +2% | +$187K | 0.21% | 115 |
|
|
2023
Q4 | $10.1M | Buy |
38,466
+1,183
| +3% | +$311K | 0.2% | 132 |
|
|
2023
Q3 | $7.77M | Sell |
37,283
-3,720
| -9% | -$775K | 0.17% | 147 |
|
|
2023
Q2 | $8.59M | Buy |
41,003
+4,724
| +13% | +$990K | 0.17% | 141 |
|
|
2023
Q1 | $7.15M | Buy |
36,279
+10,621
| +41% | +$2.09M | 0.14% | 156 |
|
|
2022
Q4 | $3.61M | Buy |
25,658
+3,483
| +16% | +$489K | 0.07% | 213 |
|
|
2022
Q3 | $3.16M | Buy |
22,175
+2,301
| +12% | +$327K | 0.07% | 216 |
|
|
2022
Q2 | $3.49M | Sell |
19,874
-1,291
| -6% | -$227K | 0.08% | 211 |
|
|
2022
Q1 | $4.14M | Buy |
21,165
+59
| +0.3% | +$11.5K | 0.08% | 213 |
|
|
2021
Q4 | $4.82M | Buy |
21,106
+4,229
| +25% | +$966K | 0.08% | 182 |
|
|
2021
Q3 | $4.8M | Buy |
16,877
+2,330
| +16% | +$663K | 0.09% | 187 |
|
|
2021
Q2 | $3.55M | Buy |
14,547
+12,970
| +822% | +$3.17M | 0.06% | 208 |
|
|
2021
Q1 | $334K | Sell |
1,577
-2,813
| -64% | -$596K | 0.01% | 386 |
|
|
2020
Q4 | $977K | Buy |
4,390
+395
| +10% | +$87.9K | 0.04% | 232 |
|
|
2020
Q3 | $1M | Buy |
3,995
+2,096
| +110% | +$527K | 0.05% | 206 |
|
|
2020
Q2 | $356K | Buy |
+1,899
| New | +$356K | 0.02% | 269 |
|
|
2019
Q3 | – | Sell |
-1,408
| Closed | -$214K | – | 446 |
|
|
2019
Q2 | $214K | Buy |
+1,408
| New | +$214K | 0.01% | 405 |
|
|
2015
Q4 | – | Sell |
-116
| Closed | -$8K | – | 295 |
|
|
2015
Q3 | $8K | Hold |
116
| – | – | ﹤0.01% | 1232 |
|
|
2015
Q2 | $8K | Buy |
+116
| New | +$8K | ﹤0.01% | 1330 |
|