Acorn Creek 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
$213K Sell
781
-38
-5% -$10.4K 0.09% 71
2025
Q1
$220K Sell
819
-104
-11% -$27.9K 0.11% 69
2024
Q4
$309K Buy
923
+38
+4% +$12.7K 0.16% 51
2024
Q3
$242K Buy
885
+75
+9% +$20.5K 0.13% 63
2024
Q2
$208K Sell
810
-71
-8% -$18.3K 0.12% 61
2024
Q1
$265K Sell
881
-21
-2% -$6.33K 0.17% 54
2023
Q4
$237K Buy
+902
New +$237K 0.11% 68