Vestor Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90K | Buy |
2,081
+1,310
| +170% | +$56.7K | 0.01% | 201 |
|
|
2025
Q1 | $207K | Sell |
771
-41,617
| -98% | -$11.2M | 0.02% | 138 |
|
|
2024
Q4 | $14.2M | Buy |
42,388
+491
| +1% | +$164K | 1.08% | 22 |
|
|
2024
Q3 | $11.5M | Buy |
41,897
+41,170
| +5,663% | +$11.3M | 0.9% | 28 |
|
|
2024
Q2 | $187K | Sell |
727
-37,714
| -98% | -$9.7M | 0.02% | 132 |
|
|
2024
Q1 | $11.6M | Buy |
38,441
+9,748
| +34% | +$2.94M | 0.98% | 29 |
|
|
2023
Q4 | $7.55M | Buy |
28,693
+562
| +2% | +$148K | 0.72% | 41 |
|
|
2023
Q3 | $5.7M | Buy |
28,131
+27,084
| +2,587% | +$5.49M | 0.62% | 45 |
|
|
2023
Q2 | $221K | Buy |
1,047
+444
| +74% | +$93.7K | 0.02% | 116 |
|
|
2023
Q1 | $120K | Sell |
603
-25
| -4% | -$4.98K | 0.01% | 160 |
|
|
2022
Q4 | $83K | Buy |
628
+78
| +14% | +$10.3K | 0.01% | 176 |
|
|
2022
Q3 | $79K | Hold |
550
| – | – | 0.01% | 160 |
|
|
2022
Q2 | $91K | Sell |
550
-4
| -0.7% | -$662 | 0.01% | 147 |
|
|
2022
Q1 | $118K | Buy |
554
+29
| +6% | +$6.18K | 0.01% | 141 |
|
|
2021
Q4 | $133K | Hold |
525
| – | – | 0.01% | 140 |
|
|
2021
Q3 | $142K | Buy |
525
+25
| +5% | +$6.76K | 0.01% | 134 |
|
|
2021
Q2 | $122K | Hold |
500
| – | – | 0.01% | 134 |
|
|
2021
Q1 | $106K | Hold |
500
| – | – | 0.01% | 139 |
|
|
2020
Q4 | $111K | Hold |
500
| – | – | 0.01% | 128 |
|
|
2020
Q3 | $126K | Buy |
+500
| New | +$126K | 0.02% | 98 |
|
|
2019
Q4 | – | Sell |
-275
| Closed | -$41K | – | 162 |
|
|
2019
Q3 | $41K | Hold |
275
| – | – | 0.01% | 135 |
|
|
2019
Q2 | $42K | Sell |
275
-750
| -73% | -$115K | 0.01% | 126 |
|
|
2019
Q1 | $162K | Buy |
+1,025
| New | +$162K | 0.03% | 82 |
|