Capital Management Associates (New York)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Hold |
3,150
| – | – | 1.4% | 33 |
|
|
2025
Q1 | $845K | Hold |
3,150
| – | – | 1.65% | 31 |
|
|
2024
Q4 | $1.05M | Hold |
3,150
| – | – | 1.24% | 34 |
|
|
2024
Q3 | $862K | Hold |
3,150
| – | – | 0.96% | 43 |
|
|
2024
Q2 | $810K | Hold |
3,150
| – | – | 0.96% | 47 |
|
|
2024
Q1 | $949K | Sell |
3,150
-350
| -10% | -$105K | 1.13% | 38 |
|
|
2023
Q4 | $921K | Buy |
+3,500
| New | +$921K | 1.17% | 37 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | -$1K | – | 95 |
|
|
2022
Q3 | $1K | Sell |
4
-3,889
| -100% | -$972K | ﹤0.01% | 74 |
|
|
2022
Q2 | $642K | Sell |
3,893
-1,531
| -28% | -$252K | 0.95% | 42 |
|
|
2022
Q1 | $1.15M | Sell |
5,424
-311
| -5% | -$66.1K | 1.24% | 37 |
|
|
2021
Q4 | $1.46M | Sell |
5,735
-1,085
| -16% | -$276K | 1.43% | 25 |
|
|
2021
Q3 | $1.85M | Hold |
6,820
| – | – | 1.82% | 13 |
|
|
2021
Q2 | $1.67M | Sell |
6,820
-5,700
| -46% | -$1.39M | 1.6% | 15 |
|
|
2021
Q1 | $2.65M | Buy |
12,520
+457
| +4% | +$96.8K | 2.73% | 6 |
|
|
2020
Q4 | $2.68M | Buy |
12,063
+502
| +4% | +$112K | 2.93% | 6 |
|
|
2020
Q3 | $2.91M | Buy |
11,561
+276
| +2% | +$69.4K | 3.83% | 4 |
|
|
2020
Q2 | $2.11M | Buy |
11,285
+85
| +0.8% | +$15.9K | 2.98% | 6 |
|
|
2020
Q1 | $1.61M | Buy |
11,200
+2,300
| +26% | +$331K | 2.91% | 6 |
|
|
2019
Q4 | $1.45M | Buy |
8,900
+3,400
| +62% | +$553K | 2% | 11 |
|
|
2019
Q3 | $816K | Hold |
5,500
| – | – | 1.26% | 27 |
|
|
2019
Q2 | $835K | Sell |
5,500
-1,000
| -15% | -$152K | 1.35% | 21 |
|
|
2019
Q1 | $1.03M | Hold |
6,500
| – | – | 1.6% | 10 |
|
|
2018
Q4 | $890K | Buy |
6,500
+988
| +18% | +$135K | 1.68% | 9 |
|
|
2018
Q3 | $877K | Buy |
5,512
+12
| +0.2% | +$1.91K | 1.09% | 20 |
|
|
2018
Q2 | $750K | Buy |
+5,500
| New | +$750K | 0.94% | 31 |
|