Breakwater Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
1,946
+20
| +1% | +$5.45K | 0.09% | 208 |
|
|
2025
Q1 | $517K | Buy |
1,926
+1,074
| +126% | +$288K | 0.09% | 199 |
|
|
2024
Q4 | $285K | Hold |
852
| – | – | 0.06% | 236 |
|
|
2024
Q3 | $233K | Buy |
852
+18
| +2% | +$4.93K | 0.05% | 266 |
|
|
2024
Q2 | $214K | Buy |
834
+45
| +6% | +$11.6K | 0.05% | 263 |
|
|
2024
Q1 | $238K | Sell |
789
-16
| -2% | -$4.82K | 0.06% | 237 |
|
|
2023
Q4 | $226K | Buy |
+805
| New | +$226K | 0.06% | 226 |
|