Capital Advantage’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
2,003
-35
| -2% | -$9.55K | 0.09% | 91 |
|
|
2025
Q1 | $681K | Hold |
2,038
| – | – | 0.12% | 72 |
|
|
2024
Q4 | $681K | Buy |
+2,038
| New | +$681K | 0.12% | 72 |
|
|
2021
Q2 | – | Sell |
-1,432
| Closed | -$303K | – | 63 |
|
|
2021
Q1 | $303K | Hold |
1,432
| – | – | 0.08% | 87 |
|
|
2020
Q4 | $317K | Hold |
1,432
| – | – | 0.09% | 80 |
|
|
2020
Q3 | $372K | Hold |
1,432
| – | – | 0.12% | 66 |
|
|
2020
Q2 | $268K | Hold |
1,432
| – | – | 0.1% | 72 |
|
|
2020
Q1 | $233K | Hold |
1,432
| – | – | 0.09% | 75 |
|
|
2019
Q4 | $261K | Hold |
1,432
| – | – | 0.08% | 79 |
|
|
2019
Q3 | $213K | Buy |
+1,432
| New | +$213K | 0.07% | 82 |
|
|
2019
Q1 | $227K | Buy |
+1,432
| New | +$227K | 0.08% | 71 |
|
|
2018
Q4 | – | Sell |
-1,432
| Closed | -$228K | – | 74 |
|
|
2018
Q3 | $228K | Buy |
+1,432
| New | +$228K | 0.05% | 73 |
|
|
2014
Q2 | – | Sell |
-3,600
| Closed | -$206K | – | 57 |
|
|
2014
Q1 | $206K | Buy |
+3,600
| New | +$206K | 0.14% | 46 |
|