American Capital Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
1,485
+1,100
| +286% | +$300K | 0.2% | 73 |
|
|
2025
Q1 | $103K | Buy |
385
+25
| +7% | +$6.71K | 0.06% | 123 |
|
|
2024
Q4 | $120K | Hold |
360
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $98.5K | Hold |
360
| – | – | 0.06% | 129 |
|
|
2024
Q2 | $94.7K | Buy |
360
+340
| +1,700% | +$89.5K | 0.07% | 119 |
|
|
2024
Q1 | $4K | Sell |
20
-340
| -94% | -$67.9K | ﹤0.01% | 322 |
|
|
2023
Q4 | $94.7K | Buy |
+360
| New | +$94.7K | 0.07% | 119 |
|