Saturna 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 | $1.84M | Sell |
6,761
-180
| -3% | -$49.1K | 0.02% | 83 |
|
|
2025
Q1 | $1.86M | Buy |
6,941
+63
| +0.9% | +$16.9K | 0.03% | 81 |
|
|
2024
Q4 | $2.3M | Buy |
6,878
+131
| +2% | +$43.8K | 0.03% | 73 |
|
|
2024
Q3 | $1.85M | Buy |
6,747
+200
| +3% | +$54.7K | 0.02% | 83 |
|
|
2024
Q2 | $1.68M | Buy |
6,547
+197
| +3% | +$50.6K | 0.02% | 90 |
|
|
2024
Q1 | $1.91M | Buy |
6,350
+244
| +4% | +$73.5K | 0.03% | 89 |
|
|
2023
Q4 | $1.61M | Buy |
6,106
+136
| +2% | +$35.8K | 0.03% | 95 |
|
|
2023
Q3 | $1.21M | Sell |
5,970
-50
| -0.8% | -$10.1K | 0.02% | 102 |
|
|
2023
Q2 | $1.27M | Buy |
6,020
+980
| +19% | +$207K | 0.02% | 100 |
|
|
2023
Q1 | $1.01M | Buy |
5,040
+595
| +13% | +$119K | 0.02% | 106 |
|
|
2022
Q4 | $589K | Sell |
4,445
-57
| -1% | -$7.56K | 0.01% | 119 |
|
|
2022
Q3 | $648K | Buy |
4,502
+70
| +2% | +$10.1K | 0.02% | 116 |
|
|
2022
Q2 | $731K | Sell |
4,432
-212
| -5% | -$35K | 0.02% | 112 |
|
|
2022
Q1 | $986K | Buy |
4,644
+2,080
| +81% | +$442K | 0.02% | 103 |
|
|
2021
Q4 | $652K | Buy |
2,564
+281
| +12% | +$71.5K | 0.01% | 118 |
|
|
2021
Q3 | $619K | Buy |
2,283
+10
| +0.4% | +$2.71K | 0.01% | 120 |
|
|
2021
Q2 | $555K | Buy |
2,273
+390
| +21% | +$95.2K | 0.01% | 129 |
|
|
2021
Q1 | $399K | Buy |
1,883
+140
| +8% | +$29.7K | 0.01% | 135 |
|
|
2020
Q4 | $388K | Hold |
1,743
| – | – | 0.01% | 142 |
|
|
2020
Q3 | $438K | Sell |
1,743
-134
| -7% | -$33.7K | 0.01% | 130 |
|
|
2020
Q2 | $352K | Hold |
1,877
| – | – | 0.01% | 139 |
|
|
2020
Q1 | $270K | Buy |
1,877
+30
| +2% | +$4.32K | 0.01% | 148 |
|
|
2019
Q4 | $300K | Hold |
1,847
| – | – | 0.01% | 163 |
|
|
2019
Q3 | $274K | Buy |
+1,847
| New | +$274K | 0.01% | 162 |
|
|
2016
Q1 | – | Sell |
-1,763
| Closed | -$138K | – | 199 |
|
|
2015
Q4 | $138K | Buy |
1,763
+953
| +118% | +$74.6K | ﹤0.01% | 192 |
|
|
2015
Q3 | $56K | Hold |
810
| – | – | ﹤0.01% | 273 |
|
|
2015
Q2 | $56K | Hold |
810
| – | – | ﹤0.01% | 279 |
|
|
2015
Q1 | $54K | Hold |
810
| – | – | ﹤0.01% | 273 |
|
|
2014
Q4 | $48K | Buy |
+810
| New | +$48K | ﹤0.01% | 283 |
|