Belmont 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 | $428K | Sell |
1,570
-5,000
| -76% | -$1.36M | 0.07% | 79 |
|
2025
Q1 | $1.76M | Buy |
6,570
+1,570
| +31% | +$421K | 0.32% | 27 |
|
2024
Q4 | $1.67M | Sell |
5,000
-1,570
| -24% | -$525K | 0.27% | 26 |
|
2024
Q3 | $1.8M | Buy |
6,570
+4,403
| +203% | +$1.21M | 0.3% | 31 |
|
2024
Q2 | $557K | Buy |
2,167
+1,969
| +994% | +$506K | 0.1% | 71 |
|
2024
Q1 | $59.6K | Buy |
198
+97
| +96% | +$29.2K | 0.02% | 120 |
|
2023
Q4 | $26.6K | Hold |
101
| – | – | 0.01% | 117 |
|
2023
Q3 | $20.5K | Hold |
101
| – | – | 0.01% | 117 |
|
2023
Q2 | $21.3K | Buy |
+101
| New | +$21.3K | 0.01% | 99 |
|