Twin 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
$4.26M Buy
15,611
+153
+1% +$41.7K 0.45% 58
2025
Q1
$4.15M Sell
15,458
-7,444
-33% -$2M 0.48% 53
2024
Q4
$7.66M Buy
22,902
+402
+2% +$134K 0.84% 18
2024
Q3
$6.16M Sell
22,500
-430
-2% -$118K 0.7% 23
2024
Q2
$5.9M Buy
22,930
+268
+1% +$68.9K 0.69% 24
2024
Q1
$6.83M Sell
22,662
-1,444
-6% -$435K 0.85% 17
2023
Q4
$6.34M Sell
24,106
-553
-2% -$146K 0.83% 18
2023
Q3
$5M Sell
24,659
-1,889
-7% -$383K 0.72% 25
2023
Q2
$5.61M Buy
26,548
+3,031
+13% +$640K 0.73% 26
2023
Q1
$4.7M Buy
23,517
+1,623
+7% +$324K 0.64% 30
2022
Q4
$2.9M Sell
21,894
-194
-0.9% -$25.7K 0.38% 84
2022
Q3
$3.18M Sell
22,088
-161
-0.7% -$23.2K 0.43% 65
2022
Q2
$3.67M Sell
22,249
-262
-1% -$43.2K 0.47% 57
2022
Q1
$4.78M Sell
22,511
-891
-4% -$189K 0.51% 47
2021
Q4
$5.95M Sell
23,402
-6,980
-23% -$1.77M 0.6% 32
2021
Q3
$8.24M Sell
30,382
-2,859
-9% -$775K 0.84% 19
2021
Q2
$8.12M Buy
33,241
+10,769
+48% +$2.63M 0.75% 24
2021
Q1
$4.76M Sell
22,472
-5,070
-18% -$1.07M 0.47% 61
2020
Q4
$6.13M Sell
27,542
-7,318
-21% -$1.63M 0.56% 46
2020
Q3
$8.76M Sell
34,860
-10,649
-23% -$2.68M 0.79% 25
2020
Q2
$8.53M Buy
45,509
+8,131
+22% +$1.52M 0.82% 24
2020
Q1
$5.38M Buy
37,378
+9,225
+33% +$1.33M 0.58% 45
2019
Q4
$4.58M Sell
28,153
-12,980
-32% -$2.11M 0.39% 79
2019
Q3
$6.11M Sell
41,133
-6,407
-13% -$951K 0.44% 72
2019
Q2
$7.21M Sell
47,540
-27,330
-37% -$4.15M 0.5% 56
2019
Q1
$11.9M Buy
74,870
+45
+0.1% +$7.13K 0.58% 40
2018
Q4
$10.2M Buy
74,825
+9,685
+15% +$1.33M 0.58% 48
2018
Q3
$10.4M Buy
65,140
+3,390
+5% +$539K 0.48% 61
2018
Q2
$8.42M Buy
61,750
+31,390
+103% +$4.28M 0.42% 70
2018
Q1
$3.53M Sell
30,360
-620
-2% -$72.1K 0.18% 150
2017
Q4
$3.17M Sell
30,980
-210
-0.7% -$21.5K 0.16% 175
2017
Q3
$2.91M Sell
31,190
-250
-0.8% -$23.4K 0.15% 191
2017
Q2
$2.72M Sell
31,440
-150
-0.5% -$13K 0.16% 190
2017
Q1
$2.61M Buy
31,590
+240
+0.8% +$19.8K 0.16% 190
2016
Q4
$2.15M Sell
31,350
-3,500
-10% -$240K 0.14% 215
2016
Q3
$2.49M Buy
34,850
+31,350
+896% +$2.24M 0.17% 183
2016
Q2
$278K Sell
3,500
-71,010
-95% -$5.64M 0.02% 338
2016
Q1
$5.5M Buy
74,510
+12,430
+20% +$918K 0.43% 67
2015
Q4
$4.87M Buy
+62,080
New +$4.87M 0.4% 69