Ceera Investments’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.24M Sell
22,897
-320
-1% -$87.3K 1.91% 14
2025
Q1
$6.23M Buy
23,217
+19
+0.1% +$5.1K 2.15% 14
2024
Q4
$7.76M Sell
23,198
-315
-1% -$105K 2.66% 7
2024
Q3
$6.44M Sell
23,513
-465
-2% -$127K 2.43% 8
2024
Q2
$6.16M Sell
23,978
-235
-1% -$60.4K 2.61% 9
2024
Q1
$7.29M Sell
24,213
-5,845
-19% -$1.76M 3.19% 6
2023
Q4
$7.91M Sell
30,058
-145
-0.5% -$38.2K 3.72% 5
2023
Q3
$6.12M Sell
30,203
-200
-0.7% -$40.6K 3.33% 5
2023
Q2
$6.42M Sell
30,403
-5
-0% -$1.06K 3.71% 4
2023
Q1
$6.07M Buy
30,408
+1,362
+5% +$272K 3.88% 3
2022
Q4
$3.85M Buy
29,046
+8,146
+39% +$1.08M 2.43% 8
2022
Q3
$3.01M Buy
+20,900
New +$3.01M 2% 19