Caitlin John’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-67
| Closed | -$22.4K | – | 259 |
|
|
2024
Q4 | $22.4K | Hold |
67
| – | – | 0.01% | 352 |
|
|
2024
Q3 | $22.9K | Sell |
67
-86
| -56% | -$29.4K | 0.01% | 358 |
|
|
2024
Q2 | $39.3K | Sell |
153
-2
| -1% | -$514 | 0.03% | 270 |
|
|
2024
Q1 | $46.7K | Sell |
155
-7
| -4% | -$2.11K | 0.03% | 242 |
|
|
2023
Q4 | $42.6K | Buy |
+162
| New | +$42.6K | 0.03% | 239 |
|