Caldwell Sutter Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Hold |
469
| – | – | 0.06% | 254 |
|
|
2025
Q1 | $126K | Buy |
469
+211
| +82% | +$56.6K | 0.06% | 250 |
|
|
2024
Q4 | $86.3K | Sell |
258
-30
| -10% | -$10K | 0.04% | 289 |
|
|
2024
Q3 | $78.8K | Sell |
288
-178
| -38% | -$48.7K | 0.04% | 306 |
|
|
2024
Q2 | $120K | Buy |
466
+281
| +152% | +$72.2K | 0.06% | 251 |
|
|
2024
Q1 | $55.7K | Sell |
185
-8
| -4% | -$2.41K | 0.03% | 336 |
|
|
2023
Q4 | $50.8K | Buy |
193
+10
| +5% | +$2.63K | 0.03% | 330 |
|
|
2023
Q3 | $37.1K | Sell |
183
-12
| -6% | -$2.43K | 0.02% | 360 |
|
|
2023
Q2 | $41.2K | Buy |
195
+5
| +3% | +$1.06K | 0.02% | 347 |
|
|
2023
Q1 | $38K | Buy |
+190
| New | +$38K | 0.03% | 270 |
|