Carmel Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
5,614
+917
| +20% | +$250K | 0.54% | 55 |
|
|
2025
Q1 | $1.26M | Buy |
4,697
+262
| +6% | +$70.3K | 0.5% | 48 |
|
|
2024
Q4 | $1.48M | Buy |
4,435
+294
| +7% | +$98.3K | 0.6% | 37 |
|
|
2024
Q3 | $1.13M | Buy |
+4,141
| New | +$1.13M | 0.44% | 51 |
|
|
2023
Q4 | – | Sell |
-795
| Closed | -$161K | – | 261 |
|
|
2023
Q3 | $161K | Buy |
795
+395
| +99% | +$80.1K | 0.07% | 163 |
|
|
2023
Q2 | $84.5K | Sell |
400
-308
| -44% | -$65.1K | 0.04% | 175 |
|
|
2023
Q1 | $141K | Buy |
+708
| New | +$141K | 0.08% | 151 |
|
|
2022
Q3 | – | Sell |
-1,273
| Closed | -$210K | – | 119 |
|
|
2022
Q2 | $210K | Buy |
1,273
+60
| +5% | +$9.9K | 0.2% | 104 |
|
|
2022
Q1 | $258K | Hold |
1,213
| – | – | 0.22% | 95 |
|
|
2021
Q4 | $308K | Buy |
+1,213
| New | +$308K | 0.23% | 88 |
|