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 |
|