Aspire Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
1,666
-149
| -8% | -$40.6K | 0.13% | 66 |
|
|
2025
Q1 | $487K | Hold |
1,815
| – | – | 0.15% | 58 |
|
|
2024
Q4 | $607K | Buy |
1,815
+66
| +4% | +$22.1K | 0.17% | 51 |
|
|
2024
Q3 | $479K | Buy |
1,749
+17
| +1% | +$4.65K | 0.14% | 49 |
|
|
2024
Q2 | $445K | Buy |
1,732
+184
| +12% | +$47.3K | 0.15% | 46 |
|
|
2024
Q1 | $466K | Buy |
1,548
+116
| +8% | +$34.9K | 0.16% | 46 |
|
|
2023
Q4 | $377K | Buy |
1,432
+10
| +0.7% | +$2.63K | 0.15% | 50 |
|
|
2023
Q3 | $288K | Buy |
1,422
+19
| +1% | +$3.85K | 0.13% | 57 |
|
|
2023
Q2 | $296K | Buy |
+1,403
| New | +$296K | 0.14% | 52 |
|