Aquatic Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1M | Buy |
150,614
+5,933
| +4% | +$1.62M | 0.83% | 13 |
|
|
2025
Q1 | $38.8M | Buy |
144,681
+12,216
| +9% | +$3.28M | 0.99% | 8 |
|
|
2024
Q4 | $44.3M | Buy |
132,465
+56,065
| +73% | +$18.7M | 1.2% | 2 |
|
|
2024
Q3 | $20.9M | Buy |
+76,400
| New | +$20.9M | 0.55% | 41 |
|
|
2024
Q2 | – | Sell |
-960
| Closed | -$289K | – | 1295 |
|
|
2024
Q1 | $289K | Buy |
+960
| New | +$289K | 0.01% | 681 |
|
|
2023
Q4 | – | Sell |
-122,200
| Closed | -$24.8M | – | 1376 |
|
|
2023
Q3 | $24.8M | Buy |
+122,200
| New | +$24.8M | 1.03% | 17 |
|
|
2023
Q1 | – | Sell |
-29,300
| Closed | -$3.89M | – | 1340 |
|
|
2022
Q4 | $3.89M | Buy |
+29,300
| New | +$3.89M | 0.28% | 93 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$191K | – | 1259 |
|
|
2022
Q1 | $191K | Buy |
900
+200
| +29% | +$42.4K | 0.29% | 74 |
|
|
2021
Q4 | $178K | Buy |
+700
| New | +$178K | 0.34% | 46 |
|