Del-Sette Capital Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,360
Closed -$2.52M 40
2024
Q1
$2.52M Buy
8,360
+1,352
+19% +$407K 2.07% 18
2023
Q4
$1.84M Buy
7,008
+118
+2% +$31.1K 1.62% 16
2023
Q3
$1.4M Buy
6,890
+3,954
+135% +$802K 1.37% 18
2023
Q2
$620K Buy
+2,936
New +$620K 0.59% 23