Clear Investment Research’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3K | Buy |
129
+1
| +0.8% | +$274 | 0.04% | 126 |
|
|
2025
Q1 | $34.5K | Hold |
128
| – | – | 0.05% | 123 |
|
|
2024
Q4 | $42.9K | Sell |
128
-1
| -0.8% | -$335 | 0.06% | 113 |
|
|
2024
Q3 | $35.4K | Buy |
129
+19
| +17% | +$5.21K | 0.05% | 123 |
|
|
2024
Q2 | $28.3K | Buy |
110
+98
| +817% | +$25.2K | 0.04% | 121 |
|
|
2024
Q1 | $3.61K | Sell |
12
-29
| -71% | -$8.73K | ﹤0.01% | 178 |
|
|
2023
Q4 | $10.8K | Buy |
+41
| New | +$10.8K | 0.02% | 176 |
|
|
2019
Q4 | – | Sell |
-5
| Closed | -$1K | – | 166 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 153 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 153 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 150 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 143 |
|
|
2018
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 152 |
|