Aspen Grove 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 | $393K | Buy |
1,438
+423
| +42% | +$116K | 0.07% | 136 |
|
|
2025
Q1 | $272K | Buy |
1,015
+46
| +5% | +$12.3K | 0.05% | 179 |
|
|
2024
Q4 | $324K | Sell |
969
-145
| -13% | -$48.5K | 0.07% | 139 |
|
|
2024
Q3 | $305K | Sell |
1,114
-6
| -0.5% | -$1.65K | 0.07% | 144 |
|
|
2024
Q2 | $288K | Buy |
1,120
+45
| +4% | +$11.6K | 0.07% | 153 |
|
|
2024
Q1 | $324K | Buy |
1,075
+171
| +19% | +$51.6K | 0.09% | 134 |
|
|
2023
Q4 | $226K | Buy |
+904
| New | +$226K | 0.07% | 156 |
|
|
2023
Q3 | – | Sell |
-1,461
| Closed | -$309K | – | 183 |
|
|
2023
Q2 | $309K | Buy |
1,461
+345
| +31% | +$72.9K | 0.1% | 141 |
|
|
2023
Q1 | $223K | Buy |
+1,116
| New | +$223K | 0.1% | 131 |
|