Virtue 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 | $927K | Buy |
3,400
+843
| +33% | +$230K | 0.17% | 97 |
|
|
2025
Q1 | $684K | Buy |
2,557
+281
| +12% | +$75.1K | 0.08% | 208 |
|
|
2024
Q4 | $761K | Sell |
2,276
-180
| -7% | -$60.2K | 0.15% | 105 |
|
|
2024
Q3 | $672K | Buy |
2,456
+396
| +19% | +$108K | 0.13% | 123 |
|
|
2024
Q2 | $526K | Sell |
2,060
-234
| -10% | -$59.8K | 0.09% | 197 |
|
|
2024
Q1 | $679K | Buy |
+2,294
| New | +$679K | 0.12% | 159 |
|
|
2023
Q4 | – | Sell |
-2,405
| Closed | -$514K | – | 198 |
|
|
2023
Q3 | $514K | Hold |
2,405
| – | – | 0.09% | 210 |
|
|
2023
Q2 | $514K | Sell |
2,405
-62
| -3% | -$13.3K | 0.09% | 210 |
|
|
2023
Q1 | $472K | Sell |
2,467
-1,016
| -29% | -$195K | 0.08% | 231 |
|
|
2022
Q4 | $462K | Buy |
+3,483
| New | +$462K | 0.07% | 220 |
|
|
2022
Q2 | – | Sell |
-7,973
| Closed | -$1.69M | – | 305 |
|
|
2022
Q1 | $1.69M | Sell |
7,973
-667
| -8% | -$142K | 0.27% | 83 |
|
|
2021
Q4 | $2.2M | Buy |
8,640
+471
| +6% | +$120K | 0.32% | 64 |
|
|
2021
Q3 | $2.22M | Buy |
8,169
+626
| +8% | +$170K | 0.39% | 52 |
|
|
2021
Q2 | $1.84M | Buy |
7,543
+676
| +10% | +$165K | 0.37% | 56 |
|
|
2021
Q1 | $1.46M | Buy |
6,867
+663
| +11% | +$140K | 0.34% | 72 |
|
|
2020
Q4 | $1.38M | Sell |
6,204
-4,269
| -41% | -$950K | 0.34% | 84 |
|
|
2020
Q3 | $2.63M | Buy |
10,473
+2,604
| +33% | +$654K | 0.65% | 36 |
|
|
2020
Q2 | $1.47M | Buy |
+7,869
| New | +$1.47M | 0.34% | 87 |
|
|
2020
Q1 | – | Sell |
-9,248
| Closed | -$1.5M | – | 69 |
|
|
2019
Q4 | $1.5M | Buy |
9,248
+3,615
| +64% | +$588K | 0.43% | 50 |
|
|
2019
Q3 | $836K | Buy |
5,633
+2,059
| +58% | +$306K | 0.28% | 114 |
|
|
2019
Q2 | $542K | Buy |
+3,574
| New | +$542K | 0.2% | 128 |
|