Barrier Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,267
| Closed | -$9.42M | – | 14 |
|
|
2024
Q1 | $9.42M | Buy |
31,267
+5,340
| +21% | +$1.61M | 9.31% | 4 |
|
|
2023
Q4 | $6.82M | Sell |
25,927
-3,339
| -11% | -$879K | 7.65% | 6 |
|
|
2023
Q3 | $5.93M | Buy |
29,266
+1,483
| +5% | +$301K | 7.21% | 5 |
|
|
2023
Q2 | $5.87M | Hold |
27,783
| – | – | 6.14% | 8 |
|
|
2023
Q1 | $5.55M | Sell |
27,783
-6,900
| -20% | -$1.38M | 6.55% | 8 |
|
|
2022
Q4 | $4.6M | Sell |
34,683
-18,165
| -34% | -$2.41M | 6.82% | 7 |
|
|
2022
Q3 | $7.6M | Buy |
52,848
+8,630
| +20% | +$1.24M | 10.58% | 3 |
|
|
2022
Q2 | $7.3M | Buy |
+44,218
| New | +$7.3M | 9.44% | 5 |
|