Westside Investment 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 | $1.33M | Buy |
4,890
+193
| +4% | +$52.6K | 0.25% | 97 |
|
|
2025
Q1 | $1.26M | Sell |
4,697
-100
| -2% | -$26.9K | 0.27% | 96 |
|
|
2024
Q4 | $1.6M | Buy |
4,797
+5
| +0.1% | +$1.67K | 0.34% | 76 |
|
|
2024
Q3 | $1.29M | Sell |
4,792
-20
| -0.4% | -$5.39K | 0.27% | 91 |
|
|
2024
Q2 | $1.24M | Buy |
4,812
+100
| +2% | +$25.7K | 0.28% | 90 |
|
|
2024
Q1 | $1.42M | Hold |
4,712
| – | – | 0.34% | 79 |
|
|
2023
Q4 | $1.24M | Buy |
4,712
+42
| +0.9% | +$11.1K | 0.32% | 83 |
|
|
2023
Q3 | $947K | Hold |
4,670
| – | – | 0.27% | 94 |
|
|
2023
Q2 | $987K | Sell |
4,670
-60
| -1% | -$12.7K | 0.28% | 93 |
|
|
2023
Q1 | $945K | Sell |
4,730
-40
| -0.8% | -$7.99K | 0.28% | 90 |
|
|
2022
Q4 | $122K | Sell |
4,770
-550
| -10% | -$14K | 0.3% | 81 |
|
|
2022
Q3 | $236K | Buy |
5,320
+1,800
| +51% | +$79.9K | 0.56% | 47 |
|
|
2022
Q2 | $132K | Buy |
3,520
+550
| +19% | +$20.6K | 0.3% | 72 |
|
|
2022
Q1 | $132K | Buy |
2,970
+1,306
| +78% | +$58.1K | 0.29% | 73 |
|
|
2021
Q4 | $157K | Buy |
1,664
+230
| +16% | +$21.7K | 0.36% | 64 |
|
|
2021
Q3 | $152K | Buy |
1,434
+34
| +2% | +$3.6K | 0.35% | 66 |
|
|
2021
Q2 | $135K | Buy |
1,400
+20
| +1% | +$1.92K | 0.31% | 67 |
|
|
2021
Q1 | $42.6K | Buy |
1,380
+690
| +100% | +$21.3K | 0.11% | 120 |
|
|
2020
Q4 | $22.4K | Buy |
690
+60
| +10% | +$1.95K | 0.06% | 125 |
|
|
2020
Q3 | $25.3K | Sell |
630
-18
| -3% | -$722 | 0.01% | 119 |
|
|
2020
Q2 | $18.8K | Hold |
648
| – | – | 0.01% | 113 |
|
|
2020
Q1 | $14.5K | Buy |
+648
| New | +$14.5K | 0.01% | 131 |
|
|
2019
Q2 | $16.2K | Buy |
+1,328
| New | +$16.2K | 0.04% | 64 |
|
|
2018
Q4 | $179K | Hold |
1,298
| – | – | 0.07% | 165 |
|
|
2018
Q3 | $193K | Hold |
1,298
| – | – | 0.06% | 147 |
|
|
2018
Q2 | $183K | Buy |
1,298
+100
| +8% | +$14.1K | 0.06% | 164 |
|
|
2018
Q1 | $138K | Hold |
1,198
| – | – | 0.08% | 185 |
|
|
2017
Q4 | $130K | Hold |
1,198
| – | – | 0.07% | 194 |
|
|
2017
Q3 | $115K | Sell |
1,198
-200
| -14% | -$19.3K | 0.07% | 187 |
|
|
2017
Q2 | $124K | Sell |
1,398
-100
| -7% | -$8.85K | 0.08% | 175 |
|
|
2017
Q1 | $128K | Sell |
1,498
-1,170
| -44% | -$99.8K | 0.06% | 164 |
|
|
2016
Q4 | $202K | Buy |
+2,668
| New | +$202K | 0.14% | 93 |
|