Clarity Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Sell |
13,917
-742
| -5% | -$202K | 1.36% | 16 |
|
|
2025
Q1 | $3.93M | Sell |
14,659
-477
| -3% | -$128K | 1.59% | 12 |
|
|
2024
Q4 | $5.06M | Buy |
15,136
+68
| +0.5% | +$22.7K | 2.62% | 10 |
|
|
2024
Q3 | $4.12M | Buy |
15,068
+2,092
| +16% | +$573K | 2.43% | 9 |
|
|
2024
Q2 | $3.34M | Buy |
12,976
+1,249
| +11% | +$321K | 2.04% | 10 |
|
|
2024
Q1 | $3.53M | Buy |
11,727
+1,114
| +10% | +$336K | 2.32% | 11 |
|
|
2023
Q4 | $2.79M | Buy |
+10,613
| New | +$2.79M | 1.96% | 14 |
|