Davidson 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 | $3.23M | Buy |
11,859
+2,520
| +27% | +$687K | 0.78% | 37 |
|
|
2025
Q1 | $2.51M | Sell |
9,339
-3,850
| -29% | -$1.03M | 0.68% | 49 |
|
|
2024
Q4 | $4.41M | Buy |
13,189
+152
| +1% | +$50.8K | 1.16% | 11 |
|
|
2024
Q3 | $3.57M | Sell |
13,037
-119
| -0.9% | -$32.6K | 1.03% | 14 |
|
|
2024
Q2 | $3.38M | Buy |
13,156
+5,079
| +63% | +$1.31M | 1.04% | 12 |
|
|
2024
Q1 | $2.43M | Buy |
8,077
+8,049
| +28,746% | +$2.42M | 0.78% | 43 |
|
|
2023
Q4 | $7.37K | Buy |
28
+2
| +8% | +$526 | ﹤0.01% | 82 |
|
|
2023
Q3 | $5.27K | Hold |
26
| – | – | ﹤0.01% | 68 |
|
|
2023
Q2 | $5.49K | Hold |
26
| – | – | ﹤0.01% | 61 |
|
|
2023
Q1 | $5.2K | Buy |
26
+6
| +30% | +$1.2K | ﹤0.01% | 53 |
|
|
2022
Q4 | $2.65K | Buy |
20
+1
| +5% | +$133 | ﹤0.01% | 99 |
|
|
2022
Q3 | $3K | Buy |
19
+4
| +27% | +$632 | ﹤0.01% | 53 |
|
|
2022
Q2 | $2K | Sell |
15
-5,875
| -100% | -$783K | ﹤0.01% | 56 |
|
|
2022
Q1 | $1.25M | Buy |
5,890
+162
| +3% | +$34.4K | 0.47% | 44 |
|
|
2021
Q4 | $1.46M | Buy |
5,728
+187
| +3% | +$47.5K | 0.8% | 36 |
|
|
2021
Q3 | $1.5M | Buy |
5,541
+123
| +2% | +$33.4K | 0.76% | 7 |
|
|
2021
Q2 | $1.32M | Buy |
5,418
+20
| +0.4% | +$4.88K | 0.64% | 30 |
|
|
2021
Q1 | $1.14M | Sell |
5,398
-5,863
| -52% | -$1.24M | 0.6% | 47 |
|
|
2020
Q4 | $2.51M | Buy |
11,261
+6,574
| +140% | +$1.46M | 1.41% | 12 |
|
|
2020
Q3 | $1.18M | Buy |
4,687
+741
| +19% | +$186K | 0.75% | 22 |
|
|
2020
Q2 | $739K | Buy |
3,946
+246
| +7% | +$46.1K | 0.65% | 42 |
|
|
2020
Q1 | $533K | Buy |
+3,700
| New | +$533K | 0.76% | 36 |
|