Belfer 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 |
-1,102
| Closed | -$332K | – | 15 |
|
|
2024
Q1 | $332K | Buy |
1,102
+6
| +0.5% | +$1.81K | 5.98% | 8 |
|
|
2023
Q4 | $288K | Hold |
1,096
| – | – | 6.09% | 8 |
|
|
2023
Q3 | $222K | Hold |
1,096
| – | – | 5.76% | 9 |
|
|
2023
Q2 | $232K | Hold |
1,096
| – | – | 6.15% | 10 |
|
|
2023
Q1 | $219K | Buy |
+1,096
| New | +$219K | 5.67% | 10 |
|