Cape Investment Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,799
+109
| +3% | +$29.7K | 0.38% | 52 |
|
|
2025
Q1 | $990K | Sell |
3,690
-125
| -3% | -$33.5K | 0.39% | 51 |
|
|
2024
Q4 | $1.28M | Sell |
3,815
-8
| -0.2% | -$2.68K | 0.5% | 44 |
|
|
2024
Q3 | $1.05M | Buy |
3,823
+896
| +31% | +$245K | 0.42% | 50 |
|
|
2024
Q2 | $753K | Buy |
2,927
+975
| +50% | +$251K | 0.34% | 65 |
|
|
2024
Q1 | $588K | Buy |
1,952
+10
| +0.5% | +$3.01K | 0.27% | 73 |
|
|
2023
Q4 | $511K | Buy |
1,942
+29
| +2% | +$7.63K | 0.25% | 73 |
|
|
2023
Q3 | $388K | Buy |
1,913
+24
| +1% | +$4.87K | 0.22% | 80 |
|
|
2023
Q2 | $399K | Buy |
1,889
+13
| +0.7% | +$2.75K | 0.22% | 76 |
|
|
2023
Q1 | $375K | Buy |
+1,876
| New | +$375K | 0.23% | 73 |
|