Donaldson Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,398
| Closed | -$1.93M | – | 212 |
|
|
2024
Q1 | $1.93M | Sell |
6,398
-147
| -2% | -$44.3K | 0.08% | 98 |
|
|
2023
Q4 | $1.72M | Buy |
6,545
+573
| +10% | +$151K | 0.08% | 96 |
|
|
2023
Q3 | $1.21M | Buy |
5,972
+202
| +4% | +$41K | 0.06% | 111 |
|
|
2023
Q2 | $1.22M | Sell |
5,770
-594
| -9% | -$125K | 0.06% | 104 |
|
|
2023
Q1 | $1.27M | Sell |
6,364
-203
| -3% | -$40.6K | 0.06% | 102 |
|
|
2022
Q4 | $871K | Buy |
6,567
+361
| +6% | +$47.9K | 0.04% | 124 |
|
|
2022
Q3 | $893K | Buy |
6,206
+321
| +5% | +$46.2K | 0.05% | 118 |
|
|
2022
Q2 | $971K | Sell |
5,885
-1,145
| -16% | -$189K | 0.05% | 112 |
|
|
2022
Q1 | $1.49M | Buy |
7,030
+2,664
| +61% | +$566K | 0.07% | 102 |
|
|
2021
Q4 | $1.11M | Buy |
4,366
+1,282
| +42% | +$326K | 0.05% | 118 |
|
|
2021
Q3 | $836K | Buy |
+3,084
| New | +$836K | 0.04% | 125 |
|
|
2021
Q2 | – | Sell |
-13,238
| Closed | -$2.81M | – | 253 |
|
|
2021
Q1 | $2.81M | Buy |
13,238
+12,158
| +1,126% | +$2.58M | 0.15% | 76 |
|
|
2020
Q4 | $240K | Sell |
1,080
-264
| -20% | -$58.7K | 0.01% | 221 |
|
|
2020
Q3 | $338K | Sell |
1,344
-1,938
| -59% | -$487K | 0.02% | 183 |
|
|
2020
Q2 | $615K | Buy |
3,282
+102
| +3% | +$19.1K | 0.04% | 116 |
|
|
2020
Q1 | $458K | Buy |
3,180
+638
| +25% | +$91.9K | 0.04% | 117 |
|
|
2019
Q4 | $413K | Buy |
2,542
+439
| +21% | +$71.3K | 0.03% | 150 |
|
|
2019
Q3 | $312K | Buy |
2,103
+528
| +34% | +$78.3K | 0.02% | 162 |
|
|
2019
Q2 | $239K | Buy |
1,575
+69
| +5% | +$10.5K | 0.02% | 153 |
|
|
2019
Q1 | $239K | Sell |
1,506
-154
| -9% | -$24.4K | 0.02% | 147 |
|
|
2018
Q4 | $227K | Sell |
1,660
-548
| -25% | -$74.9K | 0.02% | 149 |
|
|
2018
Q3 | $351K | Buy |
+2,208
| New | +$351K | 0.03% | 133 |
|