Bear Mountain Capital’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 |
-5
| Closed | -$1.34K | – | 210 |
|
|
2025
Q1 | $1.34K | Buy |
5
+4
| +400% | +$1.08K | ﹤0.01% | 163 |
|
|
2024
Q4 | $335 | Buy |
+1
| New | +$335 | ﹤0.01% | 154 |
|
|
2024
Q2 | – | Sell |
-86
| Closed | -$23.8K | – | 191 |
|
|
2024
Q1 | $23.8K | Sell |
86
-11
| -11% | -$3.04K | 0.01% | 84 |
|
|
2023
Q4 | $26.1K | Buy |
+97
| New | +$26.1K | 0.01% | 83 |
|