Shelton Capital 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 | $12.3M | Buy |
45,055
+7,805
| +21% | +$2.13M | 0.28% | 94 |
|
|
2025
Q1 | $10M | Sell |
37,250
-7,324
| -16% | -$1.97M | 0.24% | 108 |
|
|
2024
Q4 | $14.9M | Buy |
44,574
+7,598
| +21% | +$2.54M | 0.37% | 57 |
|
|
2024
Q3 | $10.1M | Sell |
36,976
-581
| -2% | -$159K | 0.26% | 93 |
|
|
2024
Q2 | $9.66M | Buy |
37,557
+200
| +0.5% | +$51.4K | 0.26% | 90 |
|
|
2024
Q1 | $11.3M | Buy |
37,357
+15,700
| +72% | +$4.73M | 0.32% | 75 |
|
|
2023
Q4 | $5.7M | Buy |
21,657
+5,256
| +32% | +$1.38M | 0.18% | 135 |
|
|
2023
Q3 | $3.33M | Sell |
16,401
-2,900
| -15% | -$588K | 0.12% | 192 |
|
|
2023
Q2 | $4.08M | Sell |
19,301
-3,208
| -14% | -$678K | 0.15% | 149 |
|
|
2023
Q1 | $4.5M | Sell |
22,509
-1,391
| -6% | -$278K | 0.19% | 119 |
|
|
2022
Q4 | $3.17M | Sell |
23,900
-15,201
| -39% | -$2.02M | 0.33% | 99 |
|
|
2022
Q3 | $5.62M | Buy |
39,101
+13,600
| +53% | +$1.96M | 0.27% | 93 |
|
|
2022
Q2 | $4.21M | Buy |
25,501
+5,900
| +30% | +$974K | 0.19% | 121 |
|
|
2022
Q1 | $4.16M | Buy |
19,601
+254
| +1% | +$53.9K | 0.15% | 148 |
|
|
2021
Q4 | $4.92M | Buy |
19,347
+50
| +0.3% | +$12.7K | 0.17% | 128 |
|
|
2021
Q3 | $5.23M | Buy |
19,297
+3,700
| +24% | +$1M | 0.2% | 108 |
|
|
2021
Q2 | $3.81M | Hold |
15,597
| – | – | 0.14% | 157 |
|
|
2021
Q1 | $3.31M | Buy |
15,597
+8,388
| +116% | +$1.78M | 0.12% | 169 |
|
|
2020
Q4 | $1.6M | Buy |
7,209
+208
| +3% | +$46.3K | 0.07% | 220 |
|
|
2020
Q3 | $1.76M | Hold |
7,001
| – | – | 0.07% | 270 |
|
|
2020
Q2 | $1.31M | Sell |
7,001
-292
| -4% | -$54.7K | 0.07% | 218 |
|
|
2020
Q1 | $1.05M | Buy |
7,293
+300
| +4% | +$43.2K | 0.08% | 210 |
|
|
2019
Q4 | $1.14M | Sell |
6,993
-2,675
| -28% | -$435K | 0.06% | 224 |
|
|
2019
Q3 | $1.44M | Hold |
9,668
| – | – | 0.08% | 192 |
|
|
2019
Q2 | $1.47M | Buy |
9,668
+8,603
| +808% | +$1.31M | 0.08% | 198 |
|
|
2019
Q1 | $6.72K | Sell |
1,065
-4,159
| -80% | -$26.3K | 0.03% | 508 |
|
|
2018
Q4 | $716K | Hold |
5,224
| – | – | 0.05% | 248 |
|
|
2018
Q3 | $831K | Hold |
5,224
| – | – | 0.05% | 255 |
|
|
2018
Q2 | $713K | Sell |
5,224
-500
| -9% | -$68.2K | 0.04% | 270 |
|
|
2018
Q1 | $666K | Hold |
5,724
| – | – | 0.04% | 287 |
|
|
2017
Q4 | $585K | Hold |
5,724
| – | – | 0.04% | 330 |
|
|
2017
Q3 | $535K | Sell |
5,724
-200
| -3% | -$18.7K | 0.04% | 340 |
|
|
2017
Q2 | $513K | Buy |
5,924
+200
| +3% | +$17.3K | 0.04% | 361 |
|
|
2017
Q1 | $472K | Sell |
5,724
-636
| -10% | -$52.4K | 0.03% | 390 |
|
|
2016
Q4 | $435K | Sell |
6,360
-5,600
| -47% | -$383K | 0.03% | 421 |
|
|
2016
Q3 | $853K | Buy |
11,960
+1,800
| +18% | +$128K | 0.07% | 233 |
|
|
2016
Q2 | $807K | Buy |
10,160
+4,700
| +86% | +$373K | 0.07% | 239 |
|
|
2016
Q1 | $403K | Buy |
5,460
+1,000
| +22% | +$73.8K | 0.04% | 435 |
|
|
2015
Q4 | $350K | Hold |
4,460
| – | – | 0.03% | 468 |
|
|
2015
Q3 | $310K | Hold |
4,460
| – | – | 0.03% | 512 |
|
|
2015
Q2 | $311K | Buy |
4,460
+700
| +19% | +$48.8K | 0.03% | 557 |
|
|
2015
Q1 | $251K | Hold |
3,760
| – | – | 0.03% | 671 |
|
|
2014
Q4 | $223K | Buy |
+3,760
| New | +$223K | 0.03% | 713 |
|
|
2014
Q3 | – | Sell |
-3,760
| Closed | -$218K | – | 764 |
|
|
2014
Q2 | $218K | Hold |
3,760
| – | – | 0.03% | 714 |
|
|
2014
Q1 | $215K | Hold |
3,760
| – | – | 0.03% | 686 |
|
|
2013
Q4 | $208K | Buy |
+3,760
| New | +$208K | 0.03% | 691 |
|