Caldwell Sutter Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$80.3K Sell
2025
Q2
$128K Hold
2025
Q1
$126K Buy
2024
Q4
$86.3K Sell
2024
Q3
$78.8K Sell
2024
Q2
$120K Buy
2024
Q1
$55.7K Sell
2023
Q4
$50.8K Buy
2023
Q3
$37.1K Sell
2023
Q2
$41.2K Buy
2023
Q1
$38K Buy