Chaney Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
1,130
-113
| -9% | -$30.8K | 0.12% | 29 |
|
|
2025
Q1 | $334K | Sell |
1,243
-146
| -11% | -$39.2K | 0.15% | 26 |
|
|
2024
Q4 | $464K | Sell |
1,389
-425
| -23% | -$142K | 0.22% | 24 |
|
|
2024
Q3 | $497K | Buy |
1,814
+3
| +0.2% | +$821 | 0.28% | 22 |
|
|
2024
Q2 | $466K | Buy |
1,811
+18
| +1% | +$4.63K | 0.31% | 23 |
|
|
2024
Q1 | $540K | Hold |
1,793
| – | – | 0.43% | 19 |
|
|
2023
Q4 | $472K | Buy |
+1,793
| New | +$472K | 0.42% | 18 |
|