New England Research & 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 | – | Sell |
-1,230
| Closed | -$330K | – | 157 |
|
|
2025
Q1 | $330K | Buy |
+1,230
| New | +$330K | 0.17% | 123 |
|
|
2021
Q2 | – | Sell |
-6,500
| Closed | -$1.38M | – | 176 |
|
|
2021
Q1 | $1.38M | Buy |
6,500
+320
| +5% | +$67.8K | 0.75% | 47 |
|
|
2020
Q4 | $1.38M | Buy |
6,180
+3,525
| +133% | +$784K | 0.85% | 37 |
|
|
2020
Q3 | $667K | Sell |
2,655
-400
| -13% | -$100K | 0.48% | 75 |
|
|
2020
Q2 | $572K | Buy |
3,055
+150
| +5% | +$28.1K | 0.41% | 82 |
|
|
2020
Q1 | $418K | Sell |
2,905
-1,340
| -32% | -$193K | 0.36% | 91 |
|
|
2019
Q4 | $690K | Sell |
4,245
-125
| -3% | -$20.3K | 0.46% | 78 |
|
|
2019
Q3 | $649K | Sell |
4,370
-50
| -1% | -$7.43K | 0.47% | 75 |
|
|
2019
Q2 | $671K | Buy |
4,420
+2,595
| +142% | +$394K | 0.46% | 81 |
|
|
2019
Q1 | $289K | Buy |
+1,825
| New | +$289K | 0.2% | 130 |
|
|
2017
Q2 | – | Sell |
-4,800
| Closed | -$396K | – | 157 |
|
|
2017
Q1 | $396K | Sell |
4,800
-1,500
| -24% | -$124K | 0.3% | 103 |
|
|
2016
Q4 | $431K | Hold |
6,300
| – | – | 0.34% | 102 |
|
|
2016
Q3 | $449K | Buy |
+6,300
| New | +$449K | 0.38% | 94 |
|