Hillsdale Investment 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 | $2.73M | Buy |
10,009
+4,940
| +97% | +$1.35M | 0.1% | 250 |
|
|
2025
Q1 | $1.36M | Buy |
5,069
+220
| +5% | +$59K | 0.07% | 232 |
|
|
2024
Q4 | $1.62M | Sell |
4,849
-310
| -6% | -$104K | 0.08% | 218 |
|
|
2024
Q3 | $1.41M | Buy |
5,159
+844
| +20% | +$231K | 0.11% | 213 |
|
|
2024
Q2 | $1.11M | Buy |
4,315
+800
| +23% | +$206K | 0.09% | 214 |
|
|
2024
Q1 | $1.06M | Sell |
3,515
-850
| -19% | -$256K | 0.08% | 205 |
|
|
2023
Q4 | $1.15M | Sell |
4,365
-400
| -8% | -$105K | 0.09% | 203 |
|
|
2023
Q3 | $966K | Buy |
4,765
+1,400
| +42% | +$284K | 0.09% | 196 |
|
|
2023
Q2 | $711K | Sell |
3,365
-30
| -0.9% | -$6.34K | 0.07% | 196 |
|
|
2023
Q1 | $678K | Buy |
3,395
+225
| +7% | +$45K | 0.06% | 248 |
|
|
2022
Q4 | $420K | Buy |
3,170
+2,710
| +589% | +$359K | 0.04% | 377 |
|
|
2022
Q3 | $66K | Buy |
460
+141
| +44% | +$20.2K | 0.01% | 456 |
|
|
2022
Q2 | $53K | Buy |
319
+75
| +31% | +$12.5K | ﹤0.01% | 456 |
|
|
2022
Q1 | $52K | Sell |
244
-446
| -65% | -$95K | ﹤0.01% | 469 |
|
|
2021
Q4 | $175K | Buy |
690
+220
| +47% | +$55.8K | 0.01% | 414 |
|
|
2021
Q3 | $127K | Buy |
470
+30
| +7% | +$8.11K | 0.01% | 424 |
|
|
2021
Q2 | $107K | Buy |
440
+50
| +13% | +$12.2K | 0.01% | 429 |
|
|
2021
Q1 | $83K | Hold |
390
| – | – | 0.01% | 426 |
|
|
2020
Q4 | $87K | Hold |
390
| – | – | 0.01% | 416 |
|
|
2020
Q3 | $98K | Sell |
390
-310
| -44% | -$77.9K | 0.01% | 407 |
|
|
2020
Q2 | $131K | Sell |
700
-140
| -17% | -$26.2K | 0.01% | 403 |
|
|
2020
Q1 | $121K | Hold |
840
| – | – | 0.01% | 414 |
|
|
2019
Q4 | $137K | Hold |
840
| – | – | 0.01% | 409 |
|
|
2019
Q3 | $125K | Buy |
840
+100
| +14% | +$14.9K | 0.01% | 416 |
|
|
2019
Q2 | $112K | Hold |
740
| – | – | 0.01% | 410 |
|
|
2019
Q1 | $117K | Buy |
+740
| New | +$117K | 0.01% | 395 |
|