Manchester 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 | $390K | Buy |
1,431
+101
| +8% | +$27.5K | 0.05% | 246 |
|
|
2025
Q1 | $357K | Buy |
1,330
+40
| +3% | +$10.7K | 0.04% | 256 |
|
|
2024
Q4 | $431K | Buy |
1,290
+150
| +13% | +$50.2K | 0.05% | 217 |
|
|
2024
Q3 | $312K | Buy |
1,140
+312
| +38% | +$85.4K | 0.04% | 282 |
|
|
2024
Q2 | $213K | Sell |
828
-60
| -7% | -$15.4K | 0.03% | 297 |
|
|
2024
Q1 | $267K | Buy |
888
+106
| +14% | +$31.9K | 0.03% | 280 |
|
|
2023
Q4 | $206K | Buy |
782
+129
| +20% | +$33.9K | 0.03% | 278 |
|
|
2023
Q3 | $132K | Buy |
653
+17
| +3% | +$3.45K | 0.02% | 317 |
|
|
2023
Q2 | $134K | Buy |
636
+14
| +2% | +$2.96K | 0.02% | 314 |
|
|
2023
Q1 | $124K | Buy |
622
+181
| +41% | +$36.2K | 0.02% | 340 |
|
|
2022
Q4 | $58.5K | Sell |
441
-12
| -3% | -$1.59K | 0.01% | 366 |
|
|
2022
Q3 | $65K | Sell |
453
-18
| -4% | -$2.58K | 0.01% | 339 |
|
|
2022
Q2 | $78K | Buy |
471
+30
| +7% | +$4.97K | 0.01% | 330 |
|
|
2022
Q1 | $94K | Hold |
441
| – | – | 0.01% | 345 |
|
|
2021
Q4 | $112K | Hold |
441
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $120K | Sell |
441
-6
| -1% | -$1.63K | 0.02% | 339 |
|
|
2021
Q2 | $109K | Sell |
447
-78
| -15% | -$19K | 0.02% | 322 |
|
|
2021
Q1 | $111K | Sell |
525
-78
| -13% | -$16.5K | 0.02% | 317 |
|
|
2020
Q4 | $134K | Sell |
603
-415
| -41% | -$92.2K | 0.02% | 278 |
|
|
2020
Q3 | $256K | Buy |
1,018
+137
| +16% | +$34.5K | 0.04% | 203 |
|
|
2020
Q2 | $165K | Hold |
881
| – | – | 0.02% | 249 |
|
|
2020
Q1 | $127K | Hold |
881
| – | – | 0.02% | 261 |
|
|
2019
Q4 | $143K | Hold |
881
| – | – | 0.02% | 273 |
|
|
2019
Q3 | $131K | Buy |
881
+500
| +131% | +$74.3K | 0.02% | 270 |
|
|
2019
Q2 | $58K | Hold |
381
| – | – | 0.01% | 356 |
|
|
2019
Q1 | $60K | Hold |
381
| – | – | 0.01% | 371 |
|
|
2018
Q4 | $52K | Hold |
381
| – | – | 0.01% | 348 |
|
|
2018
Q3 | $61K | Hold |
381
| – | – | 0.01% | 340 |
|
|
2018
Q2 | $52K | Buy |
381
+80
| +27% | +$10.9K | 0.01% | 357 |
|
|
2018
Q1 | $35K | Buy |
301
+45
| +18% | +$5.23K | 0.01% | 384 |
|
|
2017
Q4 | $26K | Hold |
256
| – | – | ﹤0.01% | 398 |
|
|
2017
Q3 | $24K | Hold |
256
| – | – | ﹤0.01% | 394 |
|
|
2017
Q2 | $22K | Hold |
256
| – | – | ﹤0.01% | 400 |
|
|
2017
Q1 | $21K | Hold |
256
| – | – | ﹤0.01% | 414 |
|
|
2016
Q4 | $18K | Hold |
256
| – | – | ﹤0.01% | 419 |
|
|
2016
Q3 | $18K | Hold |
256
| – | – | ﹤0.01% | 429 |
|
|
2016
Q2 | $20K | Hold |
256
| – | – | ﹤0.01% | 438 |
|
|
2016
Q1 | $19K | Hold |
256
| – | – | ﹤0.01% | 501 |
|
|
2015
Q4 | $20K | Hold |
256
| – | – | ﹤0.01% | 567 |
|
|
2015
Q3 | $18K | Hold |
256
| – | – | ﹤0.01% | 555 |
|
|
2015
Q2 | $18K | Hold |
256
| – | – | ﹤0.01% | 485 |
|
|
2015
Q1 | $17K | Sell |
256
-341
| -57% | -$22.6K | ﹤0.01% | 476 |
|
|
2014
Q4 | $35K | Buy |
597
+29
| +5% | +$1.7K | ﹤0.01% | 788 |
|
|
2014
Q3 | $33K | Buy |
568
+3
| +0.5% | +$174 | ﹤0.01% | 799 |
|
|
2014
Q2 | $33K | Buy |
565
+149
| +36% | +$8.7K | ﹤0.01% | 782 |
|
|
2014
Q1 | $24K | Hold |
416
| – | – | ﹤0.01% | 741 |
|
|
2013
Q4 | $23K | Buy |
416
+136
| +49% | +$7.52K | ﹤0.01% | 711 |
|
|
2013
Q3 | $15K | Hold |
280
| – | – | ﹤0.01% | 774 |
|
|
2013
Q2 | $11K | Buy |
+280
| New | +$11K | ﹤0.01% | 814 |
|