Apella Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
5,275
-296
| -5% | -$79.9K | 0.04% | 181 |
|
|
2025
Q1 | $1.48M | Buy |
5,571
+96
| +2% | +$25.5K | 0.05% | 158 |
|
|
2024
Q4 | $1.83M | Buy |
5,475
+3
| +0.1% | +$1K | 0.07% | 122 |
|
|
2024
Q3 | $1.53M | Buy |
5,472
+82
| +2% | +$22.9K | 0.06% | 122 |
|
|
2024
Q2 | $1.36M | Sell |
5,390
-7
| -0.1% | -$1.77K | 0.06% | 131 |
|
|
2024
Q1 | $1.63M | Sell |
5,397
-40
| -0.7% | -$12.1K | 0.08% | 105 |
|
|
2023
Q4 | $1.37M | Buy |
+5,437
| New | +$1.37M | 0.08% | 114 |
|