Allen Capital 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 | $322K | Sell |
1,181
-340
| -22% | -$92.7K | 0.03% | 216 |
|
|
2025
Q1 | $408K | Buy |
1,521
+401
| +36% | +$108K | 0.05% | 184 |
|
|
2024
Q4 | $375K | Buy |
1,120
+98
| +10% | +$32.8K | 0.04% | 175 |
|
|
2024
Q3 | $280K | Buy |
1,022
+205
| +25% | +$56.1K | 0.03% | 196 |
|
|
2024
Q2 | $210K | Sell |
817
-40
| -5% | -$10.3K | 0.03% | 203 |
|
|
2024
Q1 | $258K | Sell |
857
-66
| -7% | -$19.9K | 0.04% | 179 |
|
|
2023
Q4 | $243K | Buy |
+923
| New | +$243K | 0.04% | 159 |
|