Main Street Research’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
1,652
-5,066
| -75% | -$1.38M | 0.03% | 77 |
|
|
2025
Q1 | $1.8M | Sell |
6,718
-562
| -8% | -$151K | 0.12% | 51 |
|
|
2024
Q4 | $2.44M | Buy |
7,280
+537
| +8% | +$180K | 0.15% | 48 |
|
|
2024
Q3 | $1.85M | Buy |
6,743
+4,969
| +280% | +$1.36M | 0.12% | 51 |
|
|
2024
Q2 | $456K | Sell |
1,774
-102,708
| -98% | -$26.4M | 0.03% | 66 |
|
|
2024
Q1 | $31.5M | Buy |
104,482
+2,662
| +3% | +$803K | 2.14% | 20 |
|
|
2023
Q4 | $26.8M | Buy |
101,820
+1,282
| +1% | +$337K | 2.15% | 17 |
|
|
2023
Q3 | $20.4M | Buy |
+100,538
| New | +$20.4M | 2.1% | 29 |
|
|
2023
Q1 | – | Sell |
-1,802
| Closed | -$239K | – | 96 |
|
|
2022
Q4 | $239K | Sell |
1,802
-255
| -12% | -$33.8K | 0.06% | 85 |
|
|
2022
Q3 | $296K | Buy |
+2,057
| New | +$296K | 0.07% | 70 |
|
|
2022
Q2 | – | Sell |
-2,085
| Closed | -$443K | – | 91 |
|
|
2022
Q1 | $443K | Buy |
2,085
+410
| +24% | +$87.1K | 0.04% | 79 |
|
|
2021
Q4 | $426K | Sell |
1,675
-63
| -4% | -$16K | 0.03% | 89 |
|
|
2021
Q3 | $471K | Buy |
1,738
+495
| +40% | +$134K | 0.04% | 83 |
|
|
2021
Q2 | $304K | Sell |
1,243
-66
| -5% | -$16.1K | 0.02% | 107 |
|
|
2021
Q1 | $277K | Sell |
1,309
-806
| -38% | -$171K | 0.03% | 104 |
|
|
2020
Q4 | $471K | Buy |
2,115
+56
| +3% | +$12.5K | 0.05% | 82 |
|
|
2020
Q3 | $517K | Buy |
2,059
+69
| +3% | +$17.3K | 0.07% | 70 |
|
|
2020
Q2 | $373K | Sell |
1,990
-218
| -10% | -$40.9K | 0.06% | 77 |
|
|
2020
Q1 | $318K | Sell |
2,208
-86,725
| -98% | -$12.5M | 0.08% | 63 |
|
|
2019
Q4 | $14.5M | Sell |
88,933
-918
| -1% | -$149K | 2.28% | 23 |
|
|
2019
Q3 | $13.3M | Sell |
89,851
-234
| -0.3% | -$34.7K | 2.5% | 21 |
|
|
2019
Q2 | $13.7M | Buy |
90,085
+87,579
| +3,495% | +$13.3M | 3.08% | 18 |
|
|
2019
Q1 | $397K | Buy |
2,506
+231
| +10% | +$36.6K | 0.13% | 63 |
|
|
2018
Q4 | $312K | Sell |
2,275
-127,131
| -98% | -$17.4M | 0.12% | 59 |
|
|
2018
Q3 | $20.6M | Buy |
129,406
+5,087
| +4% | +$809K | 2.95% | 7 |
|
|
2018
Q2 | $17M | Sell |
124,319
-545
| -0.4% | -$74.3K | 2.66% | 7 |
|
|
2018
Q1 | $14.5M | Buy |
124,864
+3,465
| +3% | +$403K | 2.3% | 16 |
|
|
2017
Q4 | $12.4M | Buy |
121,399
+1,904
| +2% | +$195K | 1.89% | 28 |
|
|
2017
Q3 | $11.2M | Buy |
119,495
+1,719
| +1% | +$161K | 1.8% | 29 |
|
|
2017
Q2 | $10.2M | Buy |
117,776
+10,700
| +10% | +$927K | 1.67% | 31 |
|
|
2017
Q1 | $8.83M | Buy |
107,076
+10,014
| +10% | +$826K | 1.55% | 34 |
|
|
2016
Q4 | $6.65M | Buy |
97,062
+11,826
| +14% | +$810K | 1.29% | 38 |
|
|
2016
Q3 | $6.08M | Buy |
85,236
+6,943
| +9% | +$495K | 1.19% | 42 |
|
|
2016
Q2 | $6.22M | Buy |
78,293
+4,180
| +6% | +$332K | 1.28% | 36 |
|
|
2016
Q1 | $5.47M | Sell |
74,113
-77,946
| -51% | -$5.76M | 1.41% | 31 |
|
|
2015
Q4 | $11.9M | Buy |
152,059
+26,101
| +21% | +$2.05M | 2.55% | 4 |
|
|
2015
Q3 | $9.79M | Buy |
125,958
+7,435
| +6% | +$578K | 2.3% | 9 |
|
|
2015
Q2 | $8.25M | Buy |
118,523
+7,726
| +7% | +$538K | 1.69% | 19 |
|
|
2015
Q1 | $7.4M | Buy |
110,797
+4,181
| +4% | +$279K | 1.59% | 24 |
|
|
2014
Q4 | $6.32M | Buy |
106,616
+7,378
| +7% | +$438K | 1.35% | 30 |
|
|
2014
Q3 | $5.71M | Buy |
99,238
+13,837
| +16% | +$796K | 1.27% | 31 |
|
|
2014
Q2 | $4.96M | Buy |
85,401
+7,510
| +10% | +$436K | 1.17% | 32 |
|
|
2014
Q1 | $4.45M | Buy |
77,891
+34,045
| +78% | +$1.94M | 1.08% | 38 |
|
|
2013
Q4 | $2.42M | Buy |
43,846
+1,913
| +5% | +$106K | 0.6% | 61 |
|
|
2013
Q3 | $2.18M | Buy |
41,933
+7,408
| +21% | +$385K | 0.59% | 68 |
|
|
2013
Q2 | $1.32M | Buy |
+34,525
| New | +$1.32M | 0.4% | 75 |
|