Townsend & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-639
| Closed | -$209K | – | 100 |
|
|
2024
Q4 | $209K | Buy |
+639
| New | +$209K | 0.02% | 98 |
|
|
2024
Q3 | – | Sell |
-796
| Closed | -$209K | – | 106 |
|
|
2024
Q2 | $209K | Sell |
796
-101
| -11% | -$26.5K | 0.02% | 100 |
|
|
2024
Q1 | $248K | Buy |
897
+3
| +0.3% | +$830 | 0.03% | 91 |
|
|
2023
Q4 | $248K | Buy |
+894
| New | +$248K | 0.03% | 92 |
|
|
2023
Q3 | – | Sell |
-908
| Closed | -$205K | – | 106 |
|
|
2023
Q2 | $205K | Buy |
+908
| New | +$205K | 0.05% | 121 |
|
|
2022
Q3 | – | Sell |
-10,974
| Closed | -$1.91M | – | 96 |
|
|
2022
Q2 | $1.91M | Buy |
10,974
+116
| +1% | +$20.2K | 0.88% | 35 |
|
|
2022
Q1 | $2.14M | Buy |
10,858
+666
| +7% | +$131K | 0.99% | 33 |
|
|
2021
Q4 | $2.36M | Sell |
10,192
-162
| -2% | -$37.5K | 1.29% | 25 |
|
|
2021
Q3 | $2.83M | Buy |
10,354
+1,547
| +18% | +$423K | 1.4% | 16 |
|
|
2021
Q2 | $2.14M | Buy |
8,807
+285
| +3% | +$69.2K | 1.25% | 33 |
|
|
2021
Q1 | $1.81M | Buy |
8,522
+434
| +5% | +$92K | 1.17% | 33 |
|
|
2020
Q4 | $1.8M | Buy |
8,088
+146
| +2% | +$32.5K | 1.31% | 28 |
|
|
2020
Q3 | $2.11M | Sell |
7,942
-2,136
| -21% | -$568K | 1.65% | 11 |
|
|
2020
Q2 | $1.89M | Buy |
10,078
+208
| +2% | +$39K | 1.59% | 16 |
|
|
2020
Q1 | $1.43M | Buy |
9,870
+351
| +4% | +$50.9K | 1.49% | 32 |
|
|
2019
Q4 | $1.69M | Buy |
9,519
+329
| +4% | +$58.3K | 1.48% | 33 |
|
|
2019
Q3 | $1.34M | Sell |
9,190
-56
| -0.6% | -$8.17K | 1.28% | 39 |
|
|
2019
Q2 | $1.44M | Buy |
9,246
+869
| +10% | +$135K | 1.1% | 35 |
|
|
2019
Q1 | $1.33M | Buy |
8,377
+73
| +0.9% | +$11.6K | 1.34% | 31 |
|
|
2018
Q4 | $1.14M | Buy |
8,304
+323
| +4% | +$44.2K | 1.3% | 30 |
|
|
2018
Q3 | $1.27M | Buy |
7,981
+1,324
| +20% | +$211K | 1.26% | 30 |
|
|
2018
Q2 | $908K | Buy |
6,657
+337
| +5% | +$46K | 1.02% | 35 |
|
|
2018
Q1 | $735K | Sell |
6,320
-758
| -11% | -$88.2K | 0.59% | 42 |
|
|
2017
Q4 | $724K | Buy |
+7,078
| New | +$724K | 0.62% | 43 |
|