Aveo Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-913
| Closed | -$254K | – | 34 |
|
|
2025
Q1 | $254K | Sell |
913
-850
| -48% | -$237K | 0.04% | 156 |
|
|
2024
Q4 | $589K | Buy |
1,763
+118
| +7% | +$39.5K | 0.06% | 181 |
|
|
2024
Q3 | $450K | Buy |
1,645
+166
| +11% | +$45.4K | 0.05% | 214 |
|
|
2024
Q2 | $380K | Sell |
1,479
-238
| -14% | -$61.2K | 0.04% | 229 |
|
|
2024
Q1 | $470K | Buy |
1,717
+112
| +7% | +$30.7K | 0.05% | 227 |
|
|
2023
Q4 | $422K | Buy |
1,605
+496
| +45% | +$131K | 0.05% | 226 |
|
|
2023
Q3 | $225K | Buy |
1,109
+100
| +10% | +$20.3K | 0.03% | 309 |
|
|
2023
Q2 | $213K | Buy |
+1,009
| New | +$213K | 0.03% | 319 |
|
|
2022
Q3 | – | Sell |
-1,298
| Closed | -$214K | – | 274 |
|
|
2022
Q2 | $214K | Buy |
1,298
+42
| +3% | +$6.92K | 0.04% | 250 |
|
|
2022
Q1 | $267K | Sell |
1,256
-16
| -1% | -$3.4K | 0.05% | 233 |
|
|
2021
Q4 | $323K | Buy |
1,272
+34
| +3% | +$8.63K | 0.06% | 211 |
|
|
2021
Q3 | $336K | Buy |
1,238
+372
| +43% | +$101K | 0.07% | 197 |
|
|
2021
Q2 | $212K | Buy |
+866
| New | +$212K | 0.05% | 248 |
|