Wright Investors Service’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
4,291
-10,499
| -71% | -$2.86M | 0.35% | 71 |
|
|
2025
Q1 | $3.97M | Buy |
14,790
+4,461
| +43% | +$1.2M | 1.31% | 23 |
|
|
2024
Q4 | $3.45M | Sell |
10,329
-1,367
| -12% | -$457K | 1.12% | 25 |
|
|
2024
Q3 | $3.2M | Buy |
11,696
+343
| +3% | +$93.9K | 0.84% | 33 |
|
|
2024
Q2 | $2.92M | Buy |
11,353
+5,139
| +83% | +$1.32M | 0.77% | 39 |
|
|
2024
Q1 | $1.87M | Buy |
+6,214
| New | +$1.87M | 0.47% | 66 |
|
|
2023
Q4 | – | Sell |
-1,270
| Closed | -$258K | – | 146 |
|
|
2023
Q3 | $258K | Sell |
1,270
-3,120
| -71% | -$633K | 0.07% | 141 |
|
|
2023
Q2 | $927K | Sell |
4,390
-284
| -6% | -$60K | 0.26% | 99 |
|
|
2023
Q1 | $934K | Buy |
+4,674
| New | +$934K | 0.27% | 97 |
|