Atomi Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
19,262
+1,722
| +10% | +$470K | 0.2% | 89 |
|
|
2025
Q1 | $4.71M | Buy |
17,540
+2,656
| +18% | +$713K | 0.21% | 90 |
|
|
2024
Q4 | $4.98M | Buy |
14,884
+2,885
| +24% | +$965K | 0.25% | 80 |
|
|
2024
Q3 | $3.28M | Buy |
11,999
+2,589
| +28% | +$709K | 0.21% | 92 |
|
|
2024
Q2 | $2.42M | Buy |
9,410
+1,503
| +19% | +$386K | 0.18% | 101 |
|
|
2024
Q1 | $2.38M | Buy |
7,907
+3,930
| +99% | +$1.18M | 0.22% | 97 |
|
|
2023
Q4 | $1.05M | Buy |
3,977
+937
| +31% | +$247K | 0.14% | 132 |
|
|
2023
Q3 | $617K | Buy |
3,040
+211
| +7% | +$42.8K | 0.21% | 124 |
|
|
2023
Q2 | $598K | Buy |
2,829
+493
| +21% | +$104K | 0.27% | 113 |
|
|
2023
Q1 | $467K | Buy |
+2,336
| New | +$467K | 0.26% | 107 |
|