Alpha Family Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Hold |
2,935
| – | – | 0.4% | 47 |
|
|
2025
Q1 | $788K | Hold |
2,935
| – | – | 0.46% | 49 |
|
|
2024
Q4 | $981K | Hold |
2,935
| – | – | 0.55% | 28 |
|
|
2024
Q3 | $803K | Hold |
2,935
| – | – | 0.45% | 39 |
|
|
2024
Q2 | $755K | Hold |
2,935
| – | – | 0.44% | 39 |
|
|
2024
Q1 | $884K | Hold |
2,935
| – | – | 0.53% | 34 |
|
|
2023
Q4 | $772K | Hold |
2,935
| – | – | 0.52% | 33 |
|
|
2023
Q3 | $595K | Hold |
2,935
| – | – | 0.45% | 45 |
|
|
2023
Q2 | $620K | Hold |
2,935
| – | – | 0.43% | 41 |
|
|
2023
Q1 | $586K | Hold |
2,935
| – | – | 0.46% | 42 |
|
|
2022
Q4 | $389K | Buy |
+2,935
| New | +$389K | 0.35% | 55 |
|