Redwood 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 | – | Sell |
-5,256
| Closed | -$1.41M | – | 303 |
|
2025
Q1 | $1.41M | Buy |
+5,256
| New | +$1.41M | 0.15% | 133 |
|
2024
Q3 | – | Sell |
-2,083
| Closed | -$505K | – | 317 |
|
2024
Q2 | $505K | Sell |
2,083
-4,685
| -69% | -$1.14M | 0.04% | 281 |
|
2024
Q1 | $2.04M | Buy |
+6,768
| New | +$2.04M | 0.19% | 135 |
|
2023
Q1 | – | Sell |
-4,854
| Closed | -$644K | – | 241 |
|
2022
Q4 | $644K | Buy |
4,854
+2,006
| +70% | +$266K | 0.09% | 226 |
|
2022
Q3 | $410K | Buy |
+2,848
| New | +$410K | 0.09% | 177 |
|
2022
Q1 | – | Sell |
-3,368
| Closed | -$856K | – | 287 |
|
2021
Q4 | $856K | Buy |
3,368
+1,203
| +56% | +$306K | 0.11% | 217 |
|
2021
Q3 | $587K | Buy |
2,165
+823
| +61% | +$223K | 0.08% | 233 |
|
2021
Q2 | $328K | Hold |
1,342
| – | – | 0.05% | 227 |
|
2021
Q1 | $284K | Buy |
1,342
+360
| +37% | +$76.2K | 0.05% | 243 |
|
2020
Q4 | $219K | Sell |
982
-25
| -2% | -$5.58K | 0.04% | 241 |
|
2020
Q3 | $253K | Sell |
1,007
-257
| -20% | -$64.6K | 0.06% | 230 |
|
2020
Q2 | $237K | Buy |
+1,264
| New | +$237K | 0.07% | 215 |
|