CP
Castleview Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-96
| Closed | -$31.7K | – | 252 |
|
|
2024
Q4 | $31.7K | Buy |
96
+43
| +81% | +$14.2K | 0.02% | 410 |
|
|
2024
Q3 | $14.5K | Sell |
53
-2,585
| -98% | -$708K | 0.01% | 496 |
|
|
2024
Q2 | $678K | Buy |
2,638
+208
| +9% | +$53.5K | 0.39% | 57 |
|
|
2024
Q1 | $732K | Buy |
2,430
+21
| +0.9% | +$6.33K | 0.41% | 56 |
|
|
2023
Q4 | $634K | Buy |
2,409
+31
| +1% | +$8.16K | 0.44% | 47 |
|
|
2023
Q3 | $482K | Buy |
2,378
+35
| +1% | +$7.1K | 0.45% | 47 |
|
|
2023
Q2 | $495K | Sell |
2,343
-739
| -24% | -$156K | 0.45% | 45 |
|
|
2023
Q1 | $615K | Sell |
3,082
-134
| -4% | -$26.8K | 0.55% | 40 |
|
|
2022
Q4 | $426K | Buy |
3,216
+277
| +9% | +$36.7K | 0.42% | 56 |
|
|
2022
Q3 | $423K | Buy |
2,939
+2,731
| +1,313% | +$393K | 0.4% | 55 |
|
|
2022
Q2 | $2.32K | Sell |
208
-3,244
| -94% | -$36.2K | ﹤0.01% | 622 |
|
|
2022
Q1 | $732K | Sell |
3,452
-2,162,752
| -100% | -$459M | 0.46% | 38 |
|
|
2021
Q4 | $8.52K | Buy |
+2,166,204
| New | +$8.52K | 0.07% | 105 |
|
|
2021
Q2 | $1.81M | Buy |
+7,405
| New | +$1.81M | 0.79% | 25 |
|