Tradewinds 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 | $24.3K | Hold |
89
| – | – | 0.01% | 263 |
|
|
2025
Q1 | $23.9K | Hold |
89
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $29.8K | Hold |
89
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $24.4K | Sell |
89
-93
| -51% | -$25.5K | 0.01% | 252 |
|
|
2024
Q2 | $46.8K | Buy |
182
+3
| +2% | +$771 | 0.01% | 185 |
|
|
2024
Q1 | $53.9K | Buy |
179
+5
| +3% | +$1.51K | 0.01% | 158 |
|
|
2023
Q4 | $45.8K | Buy |
174
+5
| +3% | +$1.32K | 0.02% | 129 |
|
|
2023
Q3 | $34.3K | Hold |
169
| – | – | 0.01% | 147 |
|
|
2023
Q2 | $35.7K | Hold |
169
| – | – | 0.01% | 144 |
|
|
2023
Q1 | $33.8K | Sell |
169
-75
| -31% | -$15K | 0.01% | 143 |
|
|
2022
Q4 | $32.4K | Buy |
244
+75
| +44% | +$9.94K | 0.02% | 131 |
|
|
2022
Q3 | $24K | Sell |
169
-1
| -0.6% | -$142 | 0.01% | 143 |
|
|
2022
Q2 | $28K | Sell |
170
-1,613
| -90% | -$266K | 0.01% | 135 |
|
|
2022
Q1 | $379K | Sell |
1,783
-134
| -7% | -$28.5K | 0.06% | 82 |
|
|
2021
Q4 | $487K | Buy |
1,917
+100
| +6% | +$25.4K | 0.07% | 78 |
|
|
2021
Q3 | $493K | Hold |
1,817
| – | – | 0.08% | 71 |
|
|
2021
Q2 | $444K | Sell |
1,817
-60
| -3% | -$14.7K | 0.08% | 69 |
|
|
2021
Q1 | $398K | Sell |
1,877
-983
| -34% | -$208K | 0.08% | 71 |
|
|
2020
Q4 | $636K | Buy |
2,860
+53
| +2% | +$11.8K | 0.14% | 58 |
|
|
2020
Q3 | $705K | Buy |
2,807
+9
| +0.3% | +$2.26K | 0.17% | 46 |
|
|
2020
Q2 | $524K | Buy |
2,798
+195
| +7% | +$36.5K | 0.14% | 54 |
|
|
2020
Q1 | $375K | Buy |
2,603
+2,143
| +466% | +$309K | 0.12% | 58 |
|
|
2019
Q4 | $75K | Buy |
460
+173
| +60% | +$28.2K | 0.02% | 164 |
|
|
2019
Q3 | $43K | Buy |
287
+272
| +1,813% | +$40.8K | 0.02% | 190 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 523 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 530 |
|
|
2018
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 547 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 566 |
|
|
2018
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 558 |
|
|
2018
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 552 |
|
|
2017
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 584 |
|
|
2017
Q3 | $1K | Sell |
15
-100
| -87% | -$6.67K | ﹤0.01% | 619 |
|
|
2017
Q2 | $10K | Buy |
115
+100
| +667% | +$8.7K | 0.01% | 390 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 631 |
|
|
2016
Q4 | $1K | Sell |
15
-34
| -69% | -$2.27K | ﹤0.01% | 598 |
|
|
2016
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 485 |
|
|
2016
Q2 | $4K | Buy |
49
+34
| +227% | +$2.78K | ﹤0.01% | 454 |
|
|
2016
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 596 |
|