AC
Asio Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
25,805
+789
| +3% | +$215K | 1.17% | 23 |
|
|
2025
Q1 | $6.71M | Buy |
25,016
+1,096
| +5% | +$294K | 1.3% | 21 |
|
|
2024
Q4 | $8M | Sell |
23,920
-151
| -0.6% | -$50.5K | 1.51% | 17 |
|
|
2024
Q3 | $6.59M | Sell |
24,071
-17
| -0.1% | -$4.65K | 1.25% | 22 |
|
|
2024
Q2 | $6.19M | Buy |
24,088
+7,357
| +44% | +$1.89M | 1.27% | 25 |
|
|
2024
Q1 | $5.05M | Buy |
16,731
+691
| +4% | +$208K | 1.07% | 32 |
|
|
2023
Q4 | $4.22M | Buy |
16,040
+991
| +7% | +$261K | 0.99% | 38 |
|
|
2023
Q3 | $3.05M | Buy |
15,049
+821
| +6% | +$166K | 0.81% | 50 |
|
|
2023
Q2 | $3.01M | Buy |
+14,228
| New | +$3.01M | 0.74% | 53 |
|
|
2022
Q4 | – | Sell |
-18,556
| Closed | -$2.67M | – | 118 |
|
|
2022
Q3 | $2.67M | Buy |
18,556
+751
| +4% | +$108K | 0.85% | 59 |
|
|
2022
Q2 | $2.94M | Buy |
17,805
+2,152
| +14% | +$355K | 0.93% | 41 |
|
|
2022
Q1 | $3.32M | Buy |
15,653
+2,327
| +17% | +$494K | 0.93% | 38 |
|
|
2021
Q4 | $3.39M | Buy |
13,326
+1,349
| +11% | +$343K | 1.05% | 36 |
|
|
2021
Q3 | $3.25M | Buy |
11,977
+490
| +4% | +$133K | 1.12% | 33 |
|
|
2021
Q2 | $2.81M | Buy |
11,487
+875
| +8% | +$214K | 0.99% | 50 |
|
|
2021
Q1 | $2.25M | Buy |
10,612
+1,872
| +21% | +$397K | 0.93% | 58 |
|
|
2020
Q4 | $1.95M | Buy |
+8,740
| New | +$1.95M | 0.93% | 55 |
|