Commons Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,139
Closed -$452K 58
2023
Q2
$452K Sell
2,139
-391
-15% -$82.6K 0.68% 33
2023
Q1
$505K Sell
2,530
-113
-4% -$22.6K 0.81% 30
2022
Q4
$350K Sell
2,643
-100
-4% -$13.3K 0.58% 50
2022
Q3
$394K Sell
2,743
-490
-15% -$70.4K 0.62% 40
2022
Q2
$534K Sell
3,233
-2,928
-48% -$484K 0.81% 35
2022
Q1
$1.31M Sell
6,161
-946
-13% -$201K 1.41% 13
2021
Q4
$1.81M Buy
+7,107
New +$1.81M 1.79% 9