Winthrop Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
2,045
+45
| +2% | +$12.3K | 0.05% | 94 |
|
|
2025
Q1 | $537K | Buy |
2,000
+50
| +3% | +$13.4K | 0.06% | 87 |
|
|
2024
Q4 | $652K | Buy |
1,950
+51
| +3% | +$17.1K | 0.08% | 82 |
|
|
2024
Q3 | $521K | Buy |
1,899
+1
| +0.1% | +$274 | 0.06% | 83 |
|
|
2024
Q2 | $488K | Sell |
1,898
-55
| -3% | -$14.1K | 0.07% | 84 |
|
|
2024
Q1 | $589K | Buy |
1,953
+50
| +3% | +$15.1K | 0.09% | 71 |
|
|
2023
Q4 | $501K | Buy |
1,903
+7
| +0.4% | +$1.84K | 0.08% | 76 |
|
|
2023
Q3 | $384K | Sell |
1,896
-183
| -9% | -$37.1K | 0.06% | 86 |
|
|
2023
Q2 | $439K | Buy |
2,079
+183
| +10% | +$38.7K | 0.07% | 84 |
|
|
2023
Q1 | $379K | Sell |
1,896
-375
| -17% | -$74.9K | 0.07% | 88 |
|
|
2022
Q4 | $301K | Sell |
2,271
-70
| -3% | -$9.28K | 0.06% | 98 |
|
|
2022
Q3 | $337K | Sell |
2,341
-5
| -0.2% | -$720 | 0.07% | 74 |
|
|
2022
Q2 | $387K | Buy |
2,346
+540
| +30% | +$89.1K | 0.09% | 72 |
|
|
2022
Q1 | $383K | Buy |
1,806
+365
| +25% | +$77.4K | 0.08% | 85 |
|
|
2021
Q4 | $366K | Buy |
1,441
+10
| +0.7% | +$2.54K | 0.07% | 87 |
|
|
2021
Q3 | $388K | Buy |
1,431
+17
| +1% | +$4.61K | 0.09% | 79 |
|
|
2021
Q2 | $345K | Hold |
1,414
| – | – | 0.08% | 88 |
|
|
2021
Q1 | $300K | Buy |
1,414
+150
| +12% | +$31.8K | 0.07% | 98 |
|
|
2020
Q4 | $281K | Buy |
1,264
+306
| +32% | +$68K | 0.07% | 98 |
|
|
2020
Q3 | $242K | Buy |
+958
| New | +$242K | 0.07% | 105 |
|
|
2019
Q2 | – | Sell |
-2,652
| Closed | -$425K | – | 90 |
|
|
2019
Q1 | $425K | Buy |
2,652
+100
| +4% | +$16K | 0.19% | 51 |
|
|
2018
Q4 | $350K | Buy |
2,552
+171
| +7% | +$23.5K | 0.18% | 48 |
|
|
2018
Q3 | $379K | Buy |
+2,381
| New | +$379K | 0.21% | 52 |
|