Elgethun 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 | $262K | Hold |
961
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $258K | Sell |
961
-183
| -16% | -$49.1K | 0.06% | 109 |
|
|
2024
Q4 | $382K | Buy |
1,144
+145
| +15% | +$48.5K | 0.09% | 88 |
|
|
2024
Q3 | $274K | Hold |
999
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $257K | Sell |
999
-340
| -25% | -$87.4K | 0.06% | 105 |
|
|
2024
Q1 | $405K | Hold |
1,339
| – | – | 0.1% | 89 |
|
|
2023
Q4 | $352K | Hold |
1,339
| – | – | 0.1% | 89 |
|
|
2023
Q3 | $270K | Hold |
1,339
| – | – | 0.08% | 95 |
|
|
2023
Q2 | $283K | Hold |
1,339
| – | – | 0.09% | 94 |
|
|
2023
Q1 | $265K | Buy |
+1,339
| New | +$265K | 0.08% | 97 |
|