Colonial River 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 | $662K | Buy |
2,508
+988
| +65% | +$261K | 0.29% | 76 |
|
|
2025
Q1 | $408K | Sell |
1,520
-991
| -39% | -$266K | 0.22% | 103 |
|
|
2024
Q4 | $840K | Sell |
2,511
-574
| -19% | -$192K | 0.41% | 60 |
|
|
2024
Q3 | $844K | Sell |
3,085
-4,916
| -61% | -$1.35M | 0.42% | 58 |
|
|
2024
Q2 | $2.06M | Buy |
8,001
+6,845
| +592% | +$1.76M | 1.11% | 24 |
|
|
2024
Q1 | $348K | Sell |
1,156
-576
| -33% | -$173K | 0.2% | 104 |
|
|
2023
Q4 | $456K | Buy |
1,732
+17
| +1% | +$4.47K | 0.27% | 106 |
|
|
2023
Q3 | $348K | Sell |
1,715
-84
| -5% | -$17K | 0.23% | 110 |
|
|
2023
Q2 | $380K | Sell |
1,799
-80
| -4% | -$16.9K | 0.25% | 110 |
|
|
2023
Q1 | $375K | Sell |
1,879
-44
| -2% | -$8.79K | 0.22% | 115 |
|
|
2022
Q4 | $255K | Sell |
1,923
-225
| -10% | -$29.8K | 0.16% | 150 |
|
|
2022
Q3 | $309K | Sell |
2,148
-54
| -2% | -$7.77K | 0.22% | 117 |
|
|
2022
Q2 | $363K | Sell |
2,202
-937
| -30% | -$154K | 0.24% | 112 |
|
|
2022
Q1 | $666K | Sell |
3,139
-560
| -15% | -$119K | 0.38% | 80 |
|
|
2021
Q4 | $940K | Sell |
3,699
-4,077
| -52% | -$1.04M | 0.51% | 57 |
|
|
2021
Q3 | $2.27M | Buy |
7,776
+4,090
| +111% | +$1.19M | 1.6% | 16 |
|
|
2021
Q2 | $900K | Buy |
3,686
+65
| +2% | +$15.9K | 0.64% | 43 |
|
|
2021
Q1 | $767K | Sell |
3,621
-366
| -9% | -$77.5K | 0.62% | 47 |
|
|
2020
Q4 | $943 | Buy |
+3,987
| New | +$943 | 0.43% | 38 |
|