Northwest Capital 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 | $77.2K | Hold |
283
| – | – | 0.04% | 153 |
|
|
2025
Q1 | $75.9K | Hold |
283
| – | – | 0.03% | 173 |
|
|
2024
Q4 | $94.6K | Hold |
283
| – | – | 0.04% | 157 |
|
|
2024
Q3 | $77.5K | Hold |
283
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $72.8K | Hold |
283
| – | – | 0.03% | 170 |
|
|
2024
Q1 | $85.2K | Hold |
283
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $74.5K | Sell |
283
-17
| -6% | -$4.47K | 0.03% | 191 |
|
|
2023
Q3 | $60.8K | Hold |
300
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $63.4K | Buy |
+300
| New | +$63.4K | 0.03% | 192 |
|