AI
AXS Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
12,967
-3,829
| -23% | -$1.04M | 1.45% | 17 |
|
|
2025
Q1 | $4.51M | Sell |
16,796
-412
| -2% | -$111K | 1.25% | 15 |
|
|
2024
Q4 | $5.75M | Sell |
17,208
-1,515
| -8% | -$507K | 1.6% | 10 |
|
|
2024
Q3 | $5.12M | Sell |
18,723
-3,730
| -17% | -$1.02M | 1.36% | 9 |
|
|
2024
Q2 | $5.77M | Sell |
22,453
-1,116
| -5% | -$287K | 1.61% | 7 |
|
|
2024
Q1 | $7.1M | Sell |
23,569
-1,438
| -6% | -$433K | 1.7% | 7 |
|
|
2023
Q4 | $6.58M | Sell |
25,007
-3,030
| -11% | -$797K | 1.58% | 5 |
|
|
2023
Q3 | $5.69M | Buy |
28,037
+1,064
| +4% | +$216K | 1.47% | 8 |
|
|
2023
Q2 | $5.7M | Sell |
26,973
-3,654
| -12% | -$772K | 1.52% | 9 |
|
|
2023
Q1 | $6.12M | Sell |
30,627
-3,004
| -9% | -$600K | 2.02% | 3 |
|
|
2022
Q4 | $4.46M | Sell |
33,631
-2,138
| -6% | -$283K | 1.59% | 12 |
|
|
2022
Q3 | $5.15M | Sell |
35,769
-1,973
| -5% | -$284K | 2% | 6 |
|
|
2022
Q2 | $6.23M | Sell |
37,742
-5,125
| -12% | -$846K | 2.21% | 7 |
|
|
2022
Q1 | $9.1M | Sell |
42,867
-5,624
| -12% | -$1.19M | 3.63% | 8 |
|
|
2021
Q4 | $12.3M | Buy |
+48,491
| New | +$12.3M | 2.92% | 10 |
|
|
2021
Q3 | – | Sell |
-43,686
| Closed | -$10.7M | – | 127 |
|
|
2021
Q2 | $10.7M | Buy |
43,686
+17,939
| +70% | +$4.38M | 3.25% | 9 |
|
|
2021
Q1 | $5.46M | Buy |
+25,747
| New | +$5.46M | 1.94% | 17 |
|