Arcus Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,387
| Closed | -$871K | – | 116 |
|
2024
Q2 | $871K | Buy |
+3,387
| New | +$871K | 0.34% | 43 |
|
2023
Q1 | – | Sell |
-19
| Closed | -$2.52K | – | 166 |
|
2022
Q4 | $2.52K | Buy |
+19
| New | +$2.52K | ﹤0.01% | 325 |
|
2022
Q1 | – | Sell |
-797
| Closed | -$203K | – | 106 |
|
2021
Q4 | $203K | Buy |
+797
| New | +$203K | 0.07% | 108 |
|