WD Rutherford’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
13,718
-305
| -2% | -$83.2K | 1.72% | 26 |
|
|
2025
Q1 | $3.57M | Buy |
14,023
+59
| +0.4% | +$15K | 1.9% | 24 |
|
|
2024
Q4 | $4.67M | Sell |
13,964
-17
| -0.1% | -$5.68K | 2.21% | 14 |
|
|
2024
Q3 | $3.83M | Buy |
13,981
+278
| +2% | +$76.1K | 1.87% | 22 |
|
|
2024
Q2 | $3.52M | Sell |
13,703
-352
| -3% | -$90.5K | 1.77% | 22 |
|
|
2024
Q1 | $4.23M | Sell |
14,055
-643
| -4% | -$194K | 2.19% | 14 |
|
|
2023
Q4 | $4.12M | Sell |
14,698
-170
| -1% | -$47.7K | 2.4% | 13 |
|
|
2023
Q3 | $3.01M | Buy |
14,868
+5,244
| +54% | +$1.06M | 2.07% | 20 |
|
|
2023
Q2 | $2.03M | Buy |
9,624
+305
| +3% | +$64.4K | 1.3% | 31 |
|
|
2023
Q1 | $1.86M | Sell |
9,319
-4,910
| -35% | -$981K | 1.31% | 31 |
|
|
2022
Q4 | $1.9M | Sell |
14,229
-1,092
| -7% | -$146K | 1.49% | 31 |
|
|
2022
Q3 | $2.2M | Sell |
15,321
-250
| -2% | -$36K | 1.77% | 25 |
|
|
2022
Q2 | $2.57M | Sell |
15,571
-125
| -0.8% | -$20.6K | 1.98% | 21 |
|
|
2022
Q1 | $3.33M | Buy |
15,696
+227
| +1% | +$48.2K | 1.9% | 22 |
|
|
2021
Q4 | $3.93M | Sell |
15,469
-355
| -2% | -$90.2K | 1.99% | 20 |
|
|
2021
Q3 | $4.29M | Buy |
15,824
+393
| +3% | +$107K | 2.33% | 17 |
|
|
2021
Q2 | $3.77M | Buy |
15,431
+70
| +0.5% | +$17.1K | 2.1% | 22 |
|
|
2021
Q1 | $3.26M | Buy |
15,361
+140
| +0.9% | +$29.7K | 2.02% | 25 |
|
|
2020
Q4 | $3.39M | Buy |
+15,221
| New | +$3.39M | 2.14% | 21 |
|