Breakwater Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Hold |
200
| – | – | 0.02% | 151 |
|
|
2025
Q1 | $53.7K | Hold |
200
| – | – | 0.02% | 148 |
|
|
2024
Q4 | $66.9K | Hold |
200
| – | – | 0.03% | 134 |
|
|
2024
Q3 | $54.7K | Hold |
200
| – | – | 0.02% | 145 |
|
|
2024
Q2 | $51.4K | Hold |
200
| – | – | 0.02% | 142 |
|
|
2024
Q1 | $60.2K | Buy |
+200
| New | +$60.2K | 0.03% | 131 |
|