Caption Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $1.93M | Sell |
|
|||||
|
2024
Q4 | $3.41M | Buy |
|
|||||
|
2023
Q4 | – | Hold |
|
|||||
|
2023
Q3 | – | Hold |
|
|||||
|
2023
Q2 | – | Hold |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $26.5K | Buy |
|
|||||
|
2022
Q3 | – | Hold |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $3.82M | Buy |
|
|||||
|
2021
Q3 | – | Hold |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $3.05M | Sell |
|
|||||
|
2020
Q4 | $10.3M | Sell |
|
|||||
|
2020
Q3 | $22.8M | Buy |
|
|||||
|
2020
Q2 | $56K | Hold |
|
|||||
|
2020
Q1 | $43K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $954K | Buy |
|
|||||
|
2018
Q2 | – | Hold |
|