SlateStone Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
1,668
| – | – | 0.04% | 218 |
|
|
2025
Q1 | $448K | Sell |
1,668
-8
| -0.5% | -$2.15K | 0.05% | 211 |
|
|
2024
Q4 | $560K | Buy |
1,676
+23
| +1% | +$7.69K | 0.05% | 198 |
|
|
2024
Q3 | $452K | Sell |
1,653
-20
| -1% | -$5.47K | 0.04% | 214 |
|
|
2024
Q2 | $430K | Buy |
1,673
+155
| +10% | +$39.8K | 0.05% | 217 |
|
|
2024
Q1 | $457K | Sell |
1,518
-116
| -7% | -$34.9K | 0.05% | 210 |
|
|
2023
Q4 | $430K | Hold |
1,634
| – | – | 0.06% | 173 |
|
|
2023
Q3 | $331K | Sell |
1,634
-20
| -1% | -$4.05K | 0.05% | 190 |
|
|
2023
Q2 | $349K | Sell |
1,654
-102
| -6% | -$21.5K | 0.07% | 169 |
|
|
2023
Q1 | $351K | Buy |
+1,756
| New | +$351K | 0.07% | 164 |
|
|
2022
Q1 | – | Sell |
-1,046
| Closed | -$266K | – | 187 |
|
|
2021
Q4 | $266K | Buy |
1,046
+76
| +8% | +$19.3K | 0.06% | 159 |
|
|
2021
Q3 | $263K | Sell |
970
-78
| -7% | -$21.1K | 0.06% | 145 |
|
|
2021
Q2 | $256K | Buy |
+1,048
| New | +$256K | 0.06% | 147 |
|
|
2021
Q1 | – | Sell |
-1,090
| Closed | -$243K | – | 166 |
|
|
2020
Q4 | $243K | Sell |
1,090
-5,788
| -84% | -$1.29M | 0.06% | 151 |
|
|
2020
Q3 | $1.73M | Buy |
6,878
+5,270
| +328% | +$1.32M | 0.37% | 73 |
|
|
2020
Q2 | $301K | Buy |
+1,608
| New | +$301K | 0.07% | 150 |
|
|
2019
Q3 | – | Sell |
-17,510
| Closed | -$2.66M | – | 173 |
|
|
2019
Q2 | $2.66M | Buy |
17,510
+6,630
| +61% | +$1.01M | 0.75% | 36 |
|
|
2019
Q1 | $1.72M | Buy |
+10,880
| New | +$1.72M | 0.53% | 47 |
|