Douglass Winthrop Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
9,624
-162
| -2% | -$44.2K | 0.05% | 101 |
|
|
2025
Q1 | $2.63M | Sell |
9,786
-760
| -7% | -$204K | 0.05% | 97 |
|
|
2024
Q4 | $3.53M | Buy |
10,546
+53
| +0.5% | +$17.7K | 0.07% | 88 |
|
|
2024
Q3 | $2.87M | Sell |
10,493
-501
| -5% | -$137K | 0.05% | 94 |
|
|
2024
Q2 | $2.83M | Sell |
10,994
-656
| -6% | -$169K | 0.06% | 88 |
|
|
2024
Q1 | $3.51M | Buy |
11,650
+107
| +0.9% | +$32.2K | 0.07% | 84 |
|
|
2023
Q4 | $3.04M | Sell |
11,543
-165
| -1% | -$43.4K | 0.07% | 82 |
|
|
2023
Q3 | $2.37M | Buy |
11,708
+295
| +3% | +$59.8K | 0.06% | 87 |
|
|
2023
Q2 | $2.41M | Buy |
11,413
+3,660
| +47% | +$773K | 0.06% | 90 |
|
|
2023
Q1 | $1.55M | Sell |
7,753
-31,815
| -80% | -$6.36M | 0.04% | 105 |
|
|
2022
Q4 | $5.25M | Sell |
39,568
-2,822
| -7% | -$374K | 0.14% | 66 |
|
|
2022
Q3 | $6.1M | Sell |
42,390
-1,172
| -3% | -$169K | 0.18% | 50 |
|
|
2022
Q2 | $7.19M | Sell |
43,562
-1,426
| -3% | -$235K | 0.2% | 45 |
|
|
2022
Q1 | $9.55M | Buy |
44,988
+3,043
| +7% | +$646K | 0.23% | 43 |
|
|
2021
Q4 | $10.7M | Buy |
41,945
+4,366
| +12% | +$1.11M | 0.24% | 45 |
|
|
2021
Q3 | $10.2M | Buy |
37,579
+4,456
| +13% | +$1.21M | 0.25% | 43 |
|
|
2021
Q2 | $8.09M | Buy |
33,123
+2,635
| +9% | +$644K | 0.2% | 42 |
|
|
2021
Q1 | $6.46M | Buy |
30,488
+6,449
| +27% | +$1.37M | 0.17% | 51 |
|
|
2020
Q4 | $5.35M | Buy |
24,039
+3,722
| +18% | +$828K | 0.15% | 55 |
|
|
2020
Q3 | $5.11M | Buy |
20,317
+3,728
| +22% | +$937K | 0.17% | 55 |
|
|
2020
Q2 | $3.11M | Buy |
16,589
+835
| +5% | +$156K | 0.12% | 65 |
|
|
2020
Q1 | $2.27M | Sell |
15,754
-122
| -0.8% | -$17.6K | 0.1% | 74 |
|
|
2019
Q4 | $2.58M | Buy |
15,876
+1,170
| +8% | +$190K | 0.09% | 82 |
|
|
2019
Q3 | $2.18M | Buy |
14,706
+2,100
| +17% | +$312K | 0.08% | 84 |
|
|
2019
Q2 | $1.91M | Sell |
12,606
-177
| -1% | -$26.9K | 0.08% | 88 |
|
|
2019
Q1 | $2.02M | Sell |
12,783
-6
| -0% | -$950 | 0.09% | 87 |
|
|
2018
Q4 | $1.75M | Buy |
12,789
+2,377
| +23% | +$326K | 0.09% | 96 |
|
|
2018
Q3 | $1.66M | Buy |
10,412
+154
| +2% | +$24.5K | 0.07% | 99 |
|
|
2018
Q2 | $1.4M | Sell |
10,258
-540
| -5% | -$73.6K | 0.06% | 124 |
|
|
2018
Q1 | $1.26M | Buy |
10,798
+3,303
| +44% | +$384K | 0.06% | 133 |
|
|
2017
Q4 | $766K | Sell |
7,495
-190
| -2% | -$19.4K | 0.04% | 143 |
|
|
2017
Q3 | $718K | Buy |
7,685
+106
| +1% | +$9.9K | 0.04% | 144 |
|
|
2017
Q2 | $656K | Buy |
7,579
+620
| +9% | +$53.7K | 0.04% | 149 |
|
|
2017
Q1 | $574K | Hold |
6,959
| – | – | 0.04% | 154 |
|
|
2016
Q4 | $476K | Sell |
6,959
-645
| -8% | -$44.1K | 0.03% | 161 |
|
|
2016
Q3 | $542K | Buy |
7,604
+2,834
| +59% | +$202K | 0.04% | 150 |
|
|
2016
Q2 | $379K | Buy |
4,770
+65
| +1% | +$5.17K | 0.03% | 172 |
|
|
2016
Q1 | $347K | Buy |
4,705
+1,425
| +43% | +$105K | 0.03% | 176 |
|
|
2015
Q4 | $257K | Buy |
+3,280
| New | +$257K | 0.02% | 201 |
|