NCM
Nelson Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
8,689
+195
| +2% | +$53.2K | 0.31% | 60 |
|
|
2025
Q1 | $2.28M | Buy |
8,494
+312
| +4% | +$83.7K | 0.39% | 60 |
|
|
2024
Q4 | $2.74M | Buy |
8,182
+143
| +2% | +$47.8K | 0.45% | 48 |
|
|
2024
Q3 | $2.2M | Buy |
8,039
+846
| +12% | +$232K | 0.37% | 60 |
|
|
2024
Q2 | $1.85M | Buy |
7,193
+260
| +4% | +$66.8K | 0.33% | 63 |
|
|
2024
Q1 | $2.09M | Buy |
+6,933
| New | +$2.09M | 0.4% | 60 |
|
|
2022
Q4 | – | Sell |
-1,395
| Closed | -$201K | – | 93 |
|
|
2022
Q3 | $201K | Sell |
1,395
-8
| -0.6% | -$1.15K | 0.06% | 94 |
|
|
2022
Q2 | $232K | Sell |
1,403
-24,170
| -95% | -$4M | 0.06% | 90 |
|
|
2022
Q1 | $5.43M | Sell |
25,573
-303
| -1% | -$64.3K | 1.06% | 30 |
|
|
2021
Q4 | $6.58M | Sell |
25,876
-247
| -0.9% | -$62.8K | 1.22% | 28 |
|
|
2021
Q3 | $7.09M | Sell |
26,123
-114
| -0.4% | -$30.9K | 1.41% | 24 |
|
|
2021
Q2 | $6.41M | Buy |
26,237
+284
| +1% | +$69.4K | 1.3% | 27 |
|
|
2021
Q1 | $5.5M | Sell |
25,953
-302
| -1% | -$64K | 1.18% | 31 |
|
|
2020
Q4 | $5.84M | Sell |
26,255
-11,770
| -31% | -$2.62M | 1.26% | 29 |
|
|
2020
Q3 | $9.56M | Sell |
38,025
-1,274
| -3% | -$320K | 1.67% | 16 |
|
|
2020
Q2 | $7.36M | Buy |
39,299
+8
| +0% | +$1.5K | 1.6% | 24 |
|
|
2020
Q1 | $5.66M | Sell |
39,291
-172
| -0.4% | -$24.8K | 1.52% | 29 |
|
|
2019
Q4 | $6.42M | Sell |
39,463
-81
| -0.2% | -$13.2K | 1.35% | 34 |
|
|
2019
Q3 | $5.87M | Buy |
39,544
+159
| +0.4% | +$23.6K | 1.39% | 33 |
|
|
2019
Q2 | $5.98M | Sell |
39,385
-31,673
| -45% | -$4.81M | 1.41% | 32 |
|
|
2019
Q1 | $11.3M | Sell |
71,058
-732
| -1% | -$116K | 2.81% | 8 |
|
|
2018
Q4 | $9.83M | Sell |
71,790
-2,795
| -4% | -$383K | 2.74% | 7 |
|
|
2018
Q3 | $11.9M | Buy |
74,585
+1,729
| +2% | +$275K | 2.73% | 7 |
|
|
2018
Q2 | $9.94M | Sell |
72,856
-405
| -0.6% | -$55.2K | 2.55% | 7 |
|
|
2018
Q1 | $8.52M | Buy |
73,261
+1,367
| +2% | +$159K | 2.21% | 10 |
|
|
2017
Q4 | $7.35M | Sell |
71,894
-1,255
| -2% | -$128K | 2.29% | 12 |
|
|
2017
Q3 | $6.83M | Sell |
73,149
-80
| -0.1% | -$7.47K | 2.25% | 12 |
|
|
2017
Q2 | $6.34M | Sell |
73,229
-1,750
| -2% | -$152K | 2.15% | 14 |
|
|
2017
Q1 | $6.19M | Buy |
74,979
+725
| +1% | +$59.8K | 2.08% | 17 |
|
|
2016
Q4 | $5.08M | Sell |
74,254
-2,567
| -3% | -$176K | 1.78% | 30 |
|
|
2016
Q3 | $5.48M | Buy |
76,821
+1,240
| +2% | +$88.5K | 1.94% | 24 |
|
|
2016
Q2 | $6M | Sell |
75,581
-1,250
| -2% | -$99.3K | 2.26% | 15 |
|
|
2016
Q1 | $5.67M | Sell |
76,831
-720
| -0.9% | -$53.2K | 2.14% | 18 |
|
|
2015
Q4 | $6.08M | Buy |
77,551
+380
| +0.5% | +$29.8K | 2.34% | 15 |
|
|
2015
Q3 | $5.36M | Buy |
77,171
+1,981
| +3% | +$138K | 2.05% | 22 |
|
|
2015
Q2 | $5.24M | Buy |
75,190
+1,690
| +2% | +$118K | 1.89% | 27 |
|
|
2015
Q1 | $4.91M | Buy |
73,500
+530
| +0.7% | +$35.4K | 1.77% | 27 |
|
|
2014
Q4 | $4.33M | Buy |
72,970
+2,105
| +3% | +$125K | 1.6% | 31 |
|
|
2014
Q3 | $4.08M | Buy |
+70,865
| New | +$4.08M | 1.54% | 31 |
|