Roundview Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
11,346
+589
| +5% | +$161K | 0.21% | 112 |
|
|
2025
Q1 | $2.89M | Sell |
10,757
-337
| -3% | -$90.4K | 0.21% | 111 |
|
|
2024
Q4 | $3.71M | Buy |
11,094
+380
| +4% | +$127K | 0.26% | 87 |
|
|
2024
Q3 | $2.93M | Buy |
10,714
+16
| +0.1% | +$4.38K | 0.21% | 104 |
|
|
2024
Q2 | $2.75M | Sell |
10,698
-1,389
| -11% | -$357K | 0.22% | 104 |
|
|
2024
Q1 | $3.64M | Sell |
12,087
-8
| -0.1% | -$2.41K | 0.3% | 76 |
|
|
2023
Q4 | $3.18M | Sell |
12,095
-1,934
| -14% | -$509K | 0.29% | 76 |
|
|
2023
Q3 | $2.84M | Sell |
14,029
-627
| -4% | -$127K | 0.29% | 86 |
|
|
2023
Q2 | $3.1M | Buy |
14,656
+402
| +3% | +$84.9K | 0.3% | 87 |
|
|
2023
Q1 | $2.85M | Sell |
14,254
-3,192
| -18% | -$638K | 0.3% | 85 |
|
|
2022
Q4 | $2.31M | Sell |
17,446
-5,753
| -25% | -$763K | 0.26% | 99 |
|
|
2022
Q3 | $3.34M | Buy |
23,199
+1,826
| +9% | +$263K | 0.42% | 63 |
|
|
2022
Q2 | $3.53M | Sell |
21,373
-2,664
| -11% | -$440K | 0.42% | 63 |
|
|
2022
Q1 | $5.1M | Buy |
24,037
+3,809
| +19% | +$809K | 0.52% | 49 |
|
|
2021
Q4 | $5.14M | Buy |
20,228
+752
| +4% | +$191K | 0.51% | 43 |
|
|
2021
Q3 | $5.28M | Buy |
19,476
+2,344
| +14% | +$636K | 0.58% | 39 |
|
|
2021
Q2 | $4.19M | Buy |
17,132
+984
| +6% | +$240K | 0.47% | 53 |
|
|
2021
Q1 | $3.42M | Buy |
16,148
+5,213
| +48% | +$1.1M | 0.43% | 65 |
|
|
2020
Q4 | $2.43M | Sell |
10,935
-1,120
| -9% | -$249K | 0.33% | 79 |
|
|
2020
Q3 | $3.03M | Sell |
12,055
-3,015
| -20% | -$758K | 0.48% | 53 |
|
|
2020
Q2 | $2.82M | Sell |
15,070
-1,972
| -12% | -$369K | 0.48% | 50 |
|
|
2020
Q1 | $2.45M | Buy |
17,042
+261
| +2% | +$37.6K | 0.52% | 47 |
|
|
2019
Q4 | $2.73M | Buy |
16,781
+25
| +0.1% | +$4.07K | 0.52% | 51 |
|
|
2019
Q3 | $2.49M | Buy |
16,756
+14,385
| +607% | +$2.14M | 0.54% | 58 |
|
|
2019
Q2 | $360K | Buy |
2,371
+65
| +3% | +$9.87K | 0.08% | 185 |
|
|
2019
Q1 | $365K | Buy |
+2,306
| New | +$365K | 0.09% | 179 |
|
|
2018
Q3 | – | Sell |
-2,120
| Closed | -$289K | – | 218 |
|
|
2018
Q2 | $289K | Buy |
+2,120
| New | +$289K | 0.08% | 196 |
|