Cladis Investment Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
800
| – | – | 0.14% | 128 |
|
|
2025
Q1 | $215K | Hold |
800
| – | – | 0.16% | 120 |
|
|
2024
Q4 | $267K | Hold |
800
| – | – | 0.19% | 104 |
|
|
2024
Q3 | $219K | Sell |
800
-163
| -17% | -$44.6K | 0.15% | 123 |
|
|
2024
Q2 | $248K | Buy |
963
+50
| +5% | +$12.9K | 0.18% | 113 |
|
|
2024
Q1 | $275K | Buy |
913
+38
| +4% | +$11.4K | 0.2% | 112 |
|
|
2023
Q4 | $230K | Buy |
+875
| New | +$230K | 0.18% | 117 |
|
|
2022
Q1 | – | Sell |
-857
| Closed | -$218K | – | 153 |
|
|
2021
Q4 | $218K | Buy |
+857
| New | +$218K | 0.17% | 136 |
|