Blue Fin Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,257
| Closed | -$580K | – | 142 |
|
|
2024
Q2 | $580K | Sell |
2,257
-124
| -5% | -$31.9K | 0.12% | 90 |
|
|
2024
Q1 | $717K | Buy |
2,381
+31
| +1% | +$9.34K | 0.16% | 83 |
|
|
2023
Q4 | $618K | Buy |
2,350
+76
| +3% | +$20K | 0.16% | 85 |
|
|
2023
Q3 | $461K | Buy |
2,274
+144
| +7% | +$29.2K | 0.13% | 92 |
|
|
2023
Q2 | $450K | Buy |
2,130
+14
| +0.7% | +$2.96K | 0.13% | 94 |
|
|
2023
Q1 | $407K | Sell |
2,116
-27
| -1% | -$5.19K | 0.13% | 99 |
|
|
2022
Q4 | $284K | Sell |
2,143
-319
| -13% | -$42.3K | 0.1% | 110 |
|
|
2022
Q3 | $354K | Buy |
2,462
+100
| +4% | +$14.4K | 0.13% | 94 |
|
|
2022
Q2 | $389K | Buy |
2,362
+205
| +10% | +$33.8K | 0.14% | 93 |
|
|
2022
Q1 | $457K | Buy |
2,157
+253
| +13% | +$53.6K | 0.13% | 91 |
|
|
2021
Q4 | $483K | Buy |
1,904
+737
| +63% | +$187K | 0.13% | 90 |
|
|
2021
Q3 | $316K | Buy |
+1,167
| New | +$316K | 0.1% | 101 |
|