Copperleaf Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
4,081
-261
| -6% | -$71.2K | 0.56% | 49 |
|
|
2025
Q1 | $1.17M | Sell |
4,342
-59
| -1% | -$15.8K | 0.7% | 40 |
|
|
2024
Q4 | $1.47M | Buy |
4,401
+2,460
| +127% | +$822K | 0.93% | 33 |
|
|
2024
Q3 | $531K | Buy |
1,941
+74
| +4% | +$20.3K | 0.41% | 68 |
|
|
2024
Q2 | $480K | Sell |
1,867
-15
| -0.8% | -$3.86K | 0.38% | 68 |
|
|
2024
Q1 | $567K | Buy |
1,882
+87
| +5% | +$26.2K | 0.49% | 61 |
|
|
2023
Q4 | $472K | Buy |
1,795
+17
| +1% | +$4.47K | 0.48% | 57 |
|
|
2023
Q3 | $361K | Sell |
1,778
-273
| -13% | -$55.4K | 0.39% | 57 |
|
|
2023
Q2 | $433K | Buy |
2,051
+160
| +8% | +$33.8K | 0.41% | 50 |
|
|
2023
Q1 | $378K | Sell |
1,891
-103
| -5% | -$20.6K | 0.38% | 53 |
|
|
2022
Q4 | $264K | Buy |
+1,994
| New | +$264K | 0.3% | 58 |
|