Breed's Hill 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 | $418K | Sell |
1,533
-201
| -12% | -$54.8K | 0.2% | 79 |
|
|
2025
Q1 | $465K | Buy |
1,734
+42
| +2% | +$11.3K | 0.25% | 66 |
|
|
2024
Q4 | $566K | Buy |
1,692
+652
| +63% | +$218K | 0.3% | 51 |
|
|
2024
Q3 | $285K | Sell |
1,040
-27
| -3% | -$7.39K | 0.23% | 76 |
|
|
2024
Q2 | $274K | Hold |
1,067
| – | – | 0.24% | 67 |
|
|
2024
Q1 | $321K | Hold |
1,067
| – | – | 0.3% | 61 |
|
|
2023
Q4 | $281K | Buy |
+1,067
| New | +$281K | 0.27% | 58 |
|