Tradewinds Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.4K | Buy |
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|
2025
Q2 | $24.3K | Hold |
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|
2025
Q1 | $23.9K | Hold |
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|
2024
Q4 | $29.8K | Hold |
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|
2024
Q3 | $24.4K | Sell |
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|
2024
Q2 | $46.8K | Buy |
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|
2024
Q1 | $53.9K | Buy |
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|
2023
Q4 | $45.8K | Buy |
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|
2023
Q3 | $34.3K | Hold |
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|
2023
Q2 | $35.7K | Hold |
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|
2023
Q1 | $33.8K | Sell |
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|
2022
Q4 | $32.4K | Buy |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $28K | Sell |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $444K | Sell |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $636K | Buy |
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|
2020
Q3 | $705K | Buy |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $375K | Buy |
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|
2019
Q4 | $75K | Buy |
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|
2019
Q3 | $43K | Buy |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $1K | Sell |
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|
2017
Q2 | $10K | Buy |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Sell |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $4K | Buy |
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|
2016
Q1 | $1K | Buy |
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