Carlson Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,447
| Closed | -$381K | – | 121 |
|
|
2023
Q4 | $381K | Sell |
1,447
-38
| -3% | -$10K | 0.02% | 137 |
|
|
2023
Q3 | $301K | Buy |
+1,485
| New | +$301K | 0.02% | 135 |
|
|
2022
Q1 | – | Sell |
-926
| Closed | -$235K | – | 177 |
|
|
2021
Q4 | $235K | Buy |
926
+147
| +19% | +$37.3K | 0.02% | 149 |
|
|
2021
Q3 | $211K | Buy |
+779
| New | +$211K | 0.02% | 155 |
|