Middleton & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
59,385
-132
| -0.2% | -$36K | 1.82% | 14 |
|
|
2025
Q1 | $16M | Sell |
59,517
-1,125
| -2% | -$302K | 1.87% | 13 |
|
|
2024
Q4 | $20.3M | Sell |
60,642
-338
| -0.6% | -$113K | 2.24% | 10 |
|
|
2024
Q3 | $16.7M | Buy |
60,980
+959
| +2% | +$262K | 1.84% | 17 |
|
|
2024
Q2 | $15.4M | Sell |
60,021
-1,179
| -2% | -$303K | 1.79% | 17 |
|
|
2024
Q1 | $18.4M | Sell |
61,200
-1,333
| -2% | -$401K | 2.13% | 11 |
|
|
2023
Q4 | $16.5M | Sell |
62,533
-2,693
| -4% | -$709K | 2.05% | 11 |
|
|
2023
Q3 | $13.2M | Sell |
65,226
-589
| -0.9% | -$119K | 1.83% | 15 |
|
|
2023
Q2 | $13.9M | Sell |
65,815
-581
| -0.9% | -$123K | 1.84% | 12 |
|
|
2023
Q1 | $13.3M | Sell |
66,396
-994
| -1% | -$199K | 1.91% | 15 |
|
|
2022
Q4 | $8.94M | Sell |
67,390
-4,057
| -6% | -$538K | 1.32% | 26 |
|
|
2022
Q3 | $10.3M | Sell |
71,447
-14,447
| -17% | -$2.08M | 1.56% | 20 |
|
|
2022
Q2 | $14.2M | Sell |
85,894
-1,517
| -2% | -$250K | 1.82% | 14 |
|
|
2022
Q1 | $18.6M | Sell |
87,411
-170
| -0.2% | -$36.1K | 1.98% | 12 |
|
|
2021
Q4 | $22.3M | Sell |
87,581
-783
| -0.9% | -$199K | 2.17% | 7 |
|
|
2021
Q3 | $24M | Sell |
88,364
-527
| -0.6% | -$143K | 2.57% | 6 |
|
|
2021
Q2 | $21.7M | Sell |
88,891
-7,088
| -7% | -$1.73M | 2.35% | 9 |
|
|
2021
Q1 | $20.3M | Sell |
95,979
-15
| -0% | -$3.18K | 2.29% | 8 |
|
|
2020
Q4 | $21.4M | Buy |
95,994
+350
| +0.4% | +$77.9K | 2.53% | 6 |
|
|
2020
Q3 | $24M | Sell |
95,644
-2,258
| -2% | -$567K | 3.18% | 5 |
|
|
2020
Q2 | $18.3M | Sell |
97,902
-414
| -0.4% | -$77.6K | 2.64% | 7 |
|
|
2020
Q1 | $14.2M | Sell |
98,316
-1,477
| -1% | -$213K | 2.48% | 7 |
|
|
2019
Q4 | $16.2M | Buy |
99,793
+190
| +0.2% | +$30.9K | 2.31% | 7 |
|
|
2019
Q3 | $14.8M | Sell |
99,603
-608
| -0.6% | -$90.3K | 2.28% | 7 |
|
|
2019
Q2 | $15.2M | Buy |
100,211
+1,386
| +1% | +$210K | 2.36% | 6 |
|
|
2019
Q1 | $15.7M | Sell |
98,825
-1,430
| -1% | -$226K | 2.51% | 6 |
|
|
2018
Q4 | $13.7M | Sell |
100,255
-8,551
| -8% | -$1.17M | 2.53% | 6 |
|
|
2018
Q3 | $17.3M | Sell |
108,806
-329
| -0.3% | -$52.3K | 2.7% | 5 |
|
|
2018
Q2 | $14.9M | Buy |
109,135
+1,045
| +1% | +$143K | 2.55% | 5 |
|
|
2018
Q1 | $12.6M | Sell |
108,090
-8,332
| -7% | -$969K | 2.25% | 8 |
|
|
2017
Q4 | $11.9M | Buy |
116,422
+3,798
| +3% | +$388K | 2% | 11 |
|
|
2017
Q3 | $10.5M | Buy |
112,624
+20,685
| +22% | +$1.93M | 1.9% | 11 |
|
|
2017
Q2 | $7.96M | Buy |
91,939
+9,549
| +12% | +$827K | 1.7% | 18 |
|
|
2017
Q1 | $6.8M | Sell |
82,390
-2,654
| -3% | -$219K | 1.49% | 22 |
|
|
2016
Q4 | $5.82M | Sell |
85,044
-7,497
| -8% | -$513K | 1.31% | 25 |
|
|
2016
Q3 | $6.6M | Buy |
92,541
+3,799
| +4% | +$271K | 1.48% | 21 |
|
|
2016
Q2 | $7.05M | Sell |
88,742
-3,127
| -3% | -$248K | 1.62% | 23 |
|
|
2016
Q1 | $6.78M | Buy |
91,869
+7,598
| +9% | +$561K | 1.57% | 22 |
|
|
2015
Q4 | $6.61M | Buy |
84,271
+32,260
| +62% | +$2.53M | 1.47% | 24 |
|
|
2015
Q3 | $3.61M | Buy |
+52,011
| New | +$3.61M | 0.86% | 42 |
|