Northeast 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 | $289K | Hold |
1,059
| – | – | 0.01% | 160 |
|
|
2025
Q1 | $284K | Hold |
1,059
| – | – | 0.01% | 160 |
|
|
2024
Q4 | $354K | Sell |
1,059
-35
| -3% | -$11.7K | 0.02% | 151 |
|
|
2024
Q3 | $299K | Hold |
1,094
| – | – | 0.01% | 157 |
|
|
2024
Q2 | $281K | Buy |
1,094
+53
| +5% | +$13.6K | 0.01% | 162 |
|
|
2024
Q1 | $314K | Sell |
1,041
-22
| -2% | -$6.63K | 0.02% | 162 |
|
|
2023
Q4 | $280K | Hold |
1,063
| – | – | 0.02% | 161 |
|
|
2023
Q3 | $216K | Hold |
1,063
| – | – | 0.01% | 178 |
|
|
2023
Q2 | $225K | Hold |
1,063
| – | – | 0.01% | 173 |
|
|
2023
Q1 | $212K | Buy |
+1,063
| New | +$212K | 0.01% | 170 |
|
|
2022
Q3 | – | Sell |
-1,315
| Closed | -$217K | – | 175 |
|
|
2022
Q2 | $217K | Sell |
1,315
-188
| -13% | -$31K | 0.01% | 172 |
|
|
2022
Q1 | $319K | Buy |
1,503
+39
| +3% | +$8.28K | 0.02% | 169 |
|
|
2021
Q4 | $372K | Hold |
1,464
| – | – | 0.02% | 157 |
|
|
2021
Q3 | $397K | Hold |
1,464
| – | – | 0.02% | 144 |
|
|
2021
Q2 | $358K | Buy |
1,464
+50
| +4% | +$12.2K | 0.02% | 149 |
|
|
2021
Q1 | $300K | Buy |
1,414
+275
| +24% | +$58.3K | 0.02% | 161 |
|
|
2020
Q4 | $253K | Sell |
1,139
-32
| -3% | -$7.11K | 0.02% | 166 |
|
|
2020
Q3 | $294K | Hold |
1,171
| – | – | 0.02% | 147 |
|
|
2020
Q2 | $219K | Buy |
+1,171
| New | +$219K | 0.02% | 157 |
|
|
2018
Q4 | – | Sell |
-2,865
| Closed | -$456K | – | 164 |
|
|
2018
Q3 | $456K | Buy |
+2,865
| New | +$456K | 0.04% | 125 |
|