Nelson Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $2.09M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $5.43M | Sell |
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|
2021
Q4 | $6.58M | Sell |
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|
2021
Q3 | $7.08M | Sell |
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|
2021
Q2 | $6.41M | Buy |
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|
2021
Q1 | $5.5M | Sell |
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|
2020
Q4 | $5.84M | Sell |
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|
2020
Q3 | $9.56M | Sell |
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|
2020
Q2 | $7.36M | Buy |
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|
2020
Q1 | $5.66M | Sell |
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|
2019
Q4 | $6.42M | Sell |
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|
2019
Q3 | $5.87M | Buy |
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|
2019
Q2 | $5.98M | Sell |
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|
2019
Q1 | $11.3M | Sell |
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|
2018
Q4 | $9.83M | Sell |
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|
2018
Q3 | $11.9M | Buy |
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|
2018
Q2 | $9.94M | Sell |
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|
2018
Q1 | $8.52M | Buy |
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|
2017
Q4 | $7.35M | Sell |
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|
2017
Q3 | $6.83M | Sell |
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|
2017
Q2 | $6.34M | Sell |
|
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|
2017
Q1 | $6.18M | Buy |
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|
2016
Q4 | $5.08M | Sell |
|
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|
2016
Q3 | $5.48M | Buy |
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|
2016
Q2 | $6M | Sell |
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|
2016
Q1 | $5.67M | Sell |
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|
2015
Q4 | $6.08M | Buy |
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|
2015
Q3 | $5.36M | Buy |
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|
2015
Q2 | $5.24M | Buy |
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|
2015
Q1 | $4.91M | Buy |
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|
2014
Q4 | $4.33M | Buy |
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|
2014
Q3 | $4.08M | Buy |
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