Concentric Capital Strategies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $1.92M | Sell |
|
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|
2024
Q4 | $8.18M | Buy |
|
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|
2024
Q3 | $1.86M | Sell |
|
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|
2024
Q2 | $6.37M | Sell |
|
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|
2024
Q1 | $13M | Sell |
|
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|
2023
Q4 | $14.6M | Buy |
|
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|
2023
Q3 | $427K | Sell |
|
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|
2023
Q2 | $710K | Sell |
|
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|
2023
Q1 | $3.01M | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $990K | Buy |
|