Disciplina Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.5K | Hold |
174
| – | – | 0.01% | 52 |
|
|
2025
Q1 | $46.7K | Buy |
174
+93
| +115% | +$25K | 0.01% | 48 |
|
|
2024
Q4 | $27.1K | Hold |
81
| – | – | ﹤0.01% | 53 |
|
|
2024
Q3 | $22.2K | Buy |
+81
| New | +$22.2K | ﹤0.01% | 55 |
|
|
2022
Q2 | – | Sell |
-123
| Closed | -$26.1K | – | 51 |
|
|
2022
Q1 | $26.1K | Buy |
123
+9
| +8% | +$1.91K | 0.01% | 51 |
|
|
2021
Q4 | $29K | Buy |
+114
| New | +$29K | 0.01% | 51 |
|
|
2021
Q1 | – | Sell |
-17
| Closed | -$3.78K | – | 53 |
|
|
2020
Q4 | $3.78K | Buy |
+17
| New | +$3.78K | ﹤0.01% | 47 |
|