CPRC
Consolidated Portfolio Review Corp’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-668
| Closed | -$223K | – | 382 |
|
|
2024
Q4 | $223K | Buy |
+668
| New | +$223K | 0.04% | 338 |
|
|
2024
Q2 | – | Sell |
-6,686
| Closed | -$2.01M | – | 299 |
|
|
2024
Q1 | $2.01M | Sell |
6,686
-2,272
| -25% | -$684K | 0.53% | 57 |
|
|
2023
Q4 | $2.36M | Buy |
8,958
+6,260
| +232% | +$1.65M | 0.54% | 50 |
|
|
2023
Q3 | $547K | Buy |
2,698
+88
| +3% | +$17.8K | 0.13% | 166 |
|
|
2023
Q2 | $551K | Buy |
2,610
+68
| +3% | +$14.4K | 0.13% | 159 |
|
|
2023
Q1 | $508K | Buy |
+2,542
| New | +$508K | 0.14% | 155 |
|