Apeiron RIA’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-791
| Closed | -$264K | – | 201 |
|
|
2024
Q4 | $264K | Buy |
+791
| New | +$264K | 0.07% | 178 |
|
|
2024
Q2 | – | Sell |
-702
| Closed | -$211K | – | 209 |
|
|
2024
Q1 | $211K | Sell |
702
-306
| -30% | -$92.2K | 0.06% | 203 |
|
|
2023
Q4 | $265K | Buy |
+1,008
| New | +$265K | 0.08% | 173 |
|
|
2022
Q1 | – | Sell |
-849
| Closed | -$216K | – | 158 |
|
|
2021
Q4 | $216K | Buy |
+849
| New | +$216K | 0.09% | 159 |
|