Kensington Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Hold |
1,972
| – | – | 0.23% | 76 |
|
|
2025
Q1 | $529K | Hold |
1,972
| – | – | 0.24% | 77 |
|
|
2024
Q4 | $659K | Sell |
1,972
-1,132
| -36% | -$378K | 0.28% | 78 |
|
|
2024
Q3 | $850K | Buy |
3,104
+141
| +5% | +$38.6K | 0.35% | 76 |
|
|
2024
Q2 | $762K | Buy |
2,963
+560
| +23% | +$144K | 0.34% | 77 |
|
|
2024
Q1 | $724K | Buy |
2,403
+177
| +8% | +$53.3K | 0.33% | 77 |
|
|
2023
Q4 | $586K | Buy |
2,226
+118
| +6% | +$31.1K | 0.31% | 77 |
|
|
2023
Q3 | $427K | Sell |
2,108
-826
| -28% | -$167K | 0.27% | 87 |
|
|
2023
Q2 | $620K | Buy |
2,934
+125
| +4% | +$26.4K | 0.39% | 73 |
|
|
2023
Q1 | $561K | Sell |
2,809
-189
| -6% | -$37.8K | 0.42% | 71 |
|
|
2022
Q4 | $398K | Sell |
2,998
-432
| -13% | -$57.3K | 0.31% | 73 |
|
|
2022
Q3 | $493K | Sell |
3,430
-188
| -5% | -$27K | 0.41% | 73 |
|
|
2022
Q2 | $597K | Buy |
+3,618
| New | +$597K | 0.51% | 70 |
|