Sterling Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
1,340
-2,976
| -69% | -$811K | 0.21% | 79 |
|
|
2025
Q1 | $1.16M | Buy |
4,316
+3,174
| +278% | +$852K | 0.4% | 48 |
|
|
2024
Q4 | $382K | Sell |
1,142
-2,637
| -70% | -$882K | 0.25% | 68 |
|
|
2024
Q3 | $1.03M | Buy |
3,779
+53
| +1% | +$14.5K | 0.37% | 50 |
|
|
2024
Q2 | $958K | Buy |
3,726
+166
| +5% | +$42.7K | 0.38% | 48 |
|
|
2024
Q1 | $1.07M | Buy |
3,560
+172
| +5% | +$51.8K | 0.5% | 42 |
|
|
2023
Q4 | $892K | Buy |
3,388
+411
| +14% | +$108K | 0.45% | 47 |
|
|
2023
Q3 | $604K | Sell |
2,977
-29
| -1% | -$5.88K | 0.35% | 59 |
|
|
2023
Q2 | $635K | Buy |
3,006
+77
| +3% | +$16.3K | 0.34% | 52 |
|
|
2023
Q1 | $585K | Sell |
2,929
-134
| -4% | -$26.8K | 0.35% | 55 |
|
|
2022
Q4 | $406K | Sell |
3,063
-382
| -11% | -$50.6K | 0.25% | 78 |
|
|
2022
Q3 | $496K | Buy |
3,445
+451
| +15% | +$64.9K | 0.36% | 50 |
|
|
2022
Q2 | $494K | Buy |
2,994
+657
| +28% | +$108K | 0.38% | 56 |
|
|
2022
Q1 | $496K | Buy |
2,337
+1,272
| +119% | +$270K | 0.33% | 65 |
|
|
2021
Q4 | $271K | Buy |
+1,065
| New | +$271K | 0.18% | 115 |
|