Windsor 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 | $684K | Sell |
2,507
-6
| -0.2% | -$1.64K | 0.2% | 69 |
|
|
2025
Q1 | $674K | Sell |
2,513
-10
| -0.4% | -$2.68K | 0.21% | 69 |
|
|
2024
Q4 | $844K | Sell |
2,523
-18
| -0.7% | -$6.02K | 0.25% | 60 |
|
|
2024
Q3 | $695K | Sell |
2,541
-14
| -0.5% | -$3.83K | 0.2% | 66 |
|
|
2024
Q2 | $657K | Buy |
2,555
+992
| +63% | +$255K | 0.2% | 66 |
|
|
2024
Q1 | $471K | Hold |
1,563
| – | – | 0.15% | 84 |
|
|
2023
Q4 | $411K | Buy |
1,563
+88
| +6% | +$23.2K | 0.13% | 86 |
|
|
2023
Q3 | $299K | Buy |
+1,475
| New | +$299K | 0.1% | 92 |
|