Islay 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 | $16.4K | Sell |
60
-25
| -29% | -$6.82K | 0.01% | 146 |
|
|
2025
Q1 | $22.8K | Hold |
85
| – | – | 0.02% | 134 |
|
|
2024
Q4 | $28.4K | Hold |
85
| – | – | 0.02% | 142 |
|
|
2024
Q3 | $23.3K | Hold |
85
| – | – | 0.02% | 146 |
|
|
2024
Q2 | $21.9K | Buy |
+85
| New | +$21.9K | 0.02% | 153 |
|
|
2022
Q2 | – | Sell |
-88
| Closed | -$19K | – | 284 |
|
|
2022
Q1 | $19K | Sell |
88
-328
| -79% | -$70.8K | 0.02% | 222 |
|
|
2021
Q4 | $106K | Sell |
416
-1,133
| -73% | -$289K | 0.08% | 154 |
|
|
2021
Q3 | $420K | Buy |
1,549
+115
| +8% | +$31.2K | 0.32% | 54 |
|
|
2021
Q2 | $350K | Sell |
1,434
-413
| -22% | -$101K | 0.28% | 59 |
|
|
2021
Q1 | $391K | Buy |
1,847
+1,759
| +1,999% | +$372K | 0.32% | 54 |
|
|
2020
Q4 | $20K | Hold |
88
| – | – | 0.02% | 213 |
|
|
2020
Q3 | $22K | Buy |
+88
| New | +$22K | 0.02% | 208 |
|