Westwind 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 | $11.6M | Sell |
42,386
-165
| -0.4% | -$45K | 2.36% | 18 |
|
|
2025
Q1 | $11.4M | Buy |
42,551
+1,739
| +4% | +$467K | 2.84% | 17 |
|
|
2024
Q4 | $13.6M | Buy |
+40,812
| New | +$13.6M | 2.98% | 15 |
|
|
2020
Q3 | – | Sell |
-114
| Closed | -$21K | – | 40 |
|
|
2020
Q2 | $21K | Buy |
114
+43
| +61% | +$7.92K | 0.01% | 33 |
|
|
2020
Q1 | $10K | Hold |
71
| – | – | 0.01% | 37 |
|
|
2019
Q4 | $12K | Hold |
71
| – | – | 0.01% | 39 |
|
|
2019
Q3 | $11K | Sell |
71
-26
| -27% | -$4.03K | 0.01% | 40 |
|
|
2019
Q2 | $15K | Hold |
97
| – | – | 0.01% | 38 |
|
|
2019
Q1 | $15K | Hold |
97
| – | – | 0.01% | 40 |
|
|
2018
Q4 | $13K | Hold |
97
| – | – | 0.01% | 40 |
|
|
2018
Q3 | $15K | Hold |
97
| – | – | 0.01% | 37 |
|
|
2018
Q2 | $13K | Hold |
97
| – | – | 0.01% | 38 |
|
|
2018
Q1 | $11K | Hold |
97
| – | – | 0.01% | 34 |
|
|
2017
Q4 | $10K | Buy |
+97
| New | +$10K | 0.01% | 34 |
|