Northwest & Ethical Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
75,147
+17,930
| +31% | +$4.89M | 0.51% | 63 |
|
|
2025
Q1 | $15.4M | Buy |
57,217
+17,653
| +45% | +$4.74M | 0.42% | 79 |
|
|
2024
Q4 | $13.2M | Buy |
39,564
+37,854
| +2,214% | +$12.7M | 0.36% | 93 |
|
|
2024
Q3 | $468K | Buy |
1,710
+807
| +89% | +$221K | 0.01% | 360 |
|
|
2024
Q2 | $232K | Buy |
+903
| New | +$232K | 0.01% | 388 |
|
|
2023
Q1 | – | Sell |
-5,903
| Closed | -$783K | – | 404 |
|
|
2022
Q4 | $783K | Hold |
5,903
| – | – | 0.03% | 317 |
|
|
2022
Q3 | $849K | Sell |
5,903
-3,536
| -37% | -$509K | 0.03% | 306 |
|
|
2022
Q2 | $1.56M | Sell |
9,439
-2,486
| -21% | -$410K | 0.06% | 263 |
|
|
2022
Q1 | $2.53M | Sell |
11,925
-15,141
| -56% | -$3.21M | 0.08% | 230 |
|
|
2021
Q4 | $6.88M | Buy |
27,066
+4,485
| +20% | +$1.14M | 0.2% | 136 |
|
|
2021
Q3 | $6.12M | Buy |
22,581
+11,528
| +104% | +$3.13M | 0.2% | 139 |
|
|
2021
Q2 | $2.7M | Sell |
11,053
-7,400
| -40% | -$1.81M | 0.09% | 209 |
|
|
2021
Q1 | $3.91M | Sell |
18,453
-6,924
| -27% | -$1.47M | 0.14% | 187 |
|
|
2020
Q4 | $5.65M | Hold |
25,377
| – | – | 0.22% | 136 |
|
|
2020
Q3 | $6.38M | Sell |
25,377
-12,234
| -33% | -$3.07M | 0.28% | 115 |
|
|
2020
Q2 | $7.05M | Buy |
37,611
+12,915
| +52% | +$2.42M | 0.33% | 102 |
|
|
2020
Q1 | $3.56M | Sell |
24,696
-84
| -0.3% | -$12.1K | 0.21% | 139 |
|
|
2019
Q4 | $4.03M | Sell |
24,780
-10,130
| -29% | -$1.65M | 0.18% | 157 |
|
|
2019
Q3 | $5.18M | Buy |
34,910
+596
| +2% | +$88.5K | 0.25% | 122 |
|
|
2019
Q2 | $5.21M | Buy |
34,314
+1,066
| +3% | +$162K | 0.26% | 119 |
|
|
2019
Q1 | $5.27M | Buy |
33,248
+646
| +2% | +$102K | 0.27% | 118 |
|
|
2018
Q4 | $4.47M | Buy |
32,602
+11,537
| +55% | +$1.58M | 0.26% | 122 |
|
|
2018
Q3 | $3.35M | Sell |
21,065
-4,858
| -19% | -$773K | 0.21% | 143 |
|
|
2018
Q2 | $3.54M | Buy |
+25,923
| New | +$3.54M | 0.23% | 133 |
|
|
2016
Q3 | – | Sell |
-12,696
| Closed | -$1.01M | – | 325 |
|
|
2016
Q2 | $1.01M | Buy |
+12,696
| New | +$1.01M | 0.08% | 174 |
|