Moseley Investment 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 | $982K | Sell |
3,602
-63
| -2% | -$17.2K | 0.34% | 62 |
|
|
2025
Q1 | $984K | Buy |
3,665
+141
| +4% | +$37.8K | 0.38% | 61 |
|
|
2024
Q4 | $1.18M | Buy |
3,524
+801
| +29% | +$268K | 0.46% | 52 |
|
|
2024
Q3 | $745K | Sell |
2,723
-1,002
| -27% | -$274K | 0.3% | 72 |
|
|
2024
Q2 | $958K | Sell |
3,725
-178
| -5% | -$45.8K | 0.44% | 54 |
|
|
2024
Q1 | $1.18M | Sell |
3,903
-258
| -6% | -$77.7K | 0.58% | 47 |
|
|
2023
Q4 | $1.09M | Sell |
4,161
-357
| -8% | -$93.9K | 0.61% | 45 |
|
|
2023
Q3 | $916K | Sell |
4,518
-41
| -0.9% | -$8.31K | 0.55% | 45 |
|
|
2023
Q2 | $963K | Sell |
4,559
-176
| -4% | -$37.2K | 0.56% | 46 |
|
|
2023
Q1 | $946K | Buy |
4,735
+77
| +2% | +$15.4K | 0.61% | 42 |
|
|
2022
Q4 | $618K | Sell |
4,658
-209
| -4% | -$27.7K | 0.44% | 58 |
|
|
2022
Q3 | $700K | Buy |
4,867
+29
| +0.6% | +$4.17K | 0.51% | 48 |
|
|
2022
Q2 | $798K | Sell |
4,838
-547
| -10% | -$90.2K | 0.56% | 45 |
|
|
2022
Q1 | $1.14M | Sell |
5,385
-1,517
| -22% | -$322K | 0.62% | 47 |
|
|
2021
Q4 | $1.75M | Sell |
6,902
-8
| -0.1% | -$2.03K | 0.8% | 38 |
|
|
2021
Q3 | $1.9M | Buy |
6,910
+12
| +0.2% | +$3.3K | 0.95% | 30 |
|
|
2021
Q2 | $1.69M | Buy |
6,898
+51
| +0.7% | +$12.5K | 0.83% | 35 |
|
|
2021
Q1 | $1.45M | Buy |
6,847
+1,243
| +22% | +$263K | 0.8% | 34 |
|
|
2020
Q4 | $1.25M | Buy |
5,604
+534
| +11% | +$119K | 0.72% | 41 |
|
|
2020
Q3 | $1.27M | Buy |
5,070
+247
| +5% | +$62.1K | 0.91% | 28 |
|
|
2020
Q2 | $903K | Buy |
4,823
+112
| +2% | +$21K | 0.75% | 37 |
|
|
2020
Q1 | $678K | Sell |
4,711
-136
| -3% | -$19.6K | 0.8% | 40 |
|
|
2019
Q4 | $788K | Buy |
4,847
+116
| +2% | +$18.9K | 0.77% | 46 |
|
|
2019
Q3 | $702K | Buy |
4,731
+1,275
| +37% | +$189K | 0.74% | 46 |
|
|
2019
Q2 | $524K | Buy |
3,456
+286
| +9% | +$43.4K | 0.49% | 58 |
|
|
2019
Q1 | $502K | Buy |
+3,170
| New | +$502K | 0.52% | 58 |
|