Ridgewood 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 | $413K | Buy |
1,514
+259
| +21% | +$70.6K | 0.18% | 131 |
|
|
2025
Q1 | $337K | Buy |
1,255
+235
| +23% | +$63.1K | 0.16% | 145 |
|
|
2024
Q4 | $341K | Hold |
1,020
| – | – | 0.16% | 137 |
|
|
2024
Q3 | $279K | Sell |
1,020
-381
| -27% | -$104K | 0.14% | 144 |
|
|
2024
Q2 | $360K | Buy |
1,401
+350
| +33% | +$90K | 0.18% | 138 |
|
|
2024
Q1 | $317K | Sell |
1,051
-58
| -5% | -$17.5K | 0.17% | 146 |
|
|
2023
Q4 | $292K | Sell |
1,109
-190
| -15% | -$50K | 0.17% | 145 |
|
|
2023
Q3 | $263K | Hold |
1,299
| – | – | 0.17% | 143 |
|
|
2023
Q2 | $274K | Hold |
1,299
| – | – | 0.16% | 144 |
|
|
2023
Q1 | $259K | Buy |
+1,299
| New | +$259K | 0.16% | 150 |
|
|
2021
Q1 | – | Sell |
-1,109
| Closed | -$279K | – | 194 |
|
|
2020
Q4 | $279K | Hold |
1,109
| – | – | 0.22% | 129 |
|
|
2020
Q3 | $279K | Buy |
+1,109
| New | +$279K | 0.22% | 130 |
|