American Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-740
| Closed | -$223K | – | 257 |
|
|
2024
Q1 | $223K | Sell |
740
-267
| -27% | -$80.4K | 0.02% | 245 |
|
|
2023
Q4 | $265K | Buy |
+1,007
| New | +$265K | 0.02% | 229 |
|
|
2023
Q3 | – | Sell |
-980
| Closed | -$207K | – | 305 |
|
|
2023
Q2 | $207K | Buy |
+980
| New | +$207K | 0.01% | 395 |
|