Eastover Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
23,565
+313
| +1% | +$85.4K | 2.88% | 25 |
|
|
2025
Q1 | $6.24M | Sell |
23,252
-260
| -1% | -$69.8K | 3.02% | 20 |
|
|
2024
Q4 | $7.86M | Sell |
23,512
-662
| -3% | -$221K | 3.68% | 8 |
|
|
2024
Q3 | $6.62M | Buy |
24,174
+3,500
| +17% | +$958K | 3.1% | 21 |
|
|
2024
Q2 | $5.3M | Buy |
20,674
+663
| +3% | +$170K | 2.53% | 23 |
|
|
2024
Q1 | $6.03M | Buy |
20,011
+14,076
| +237% | +$4.24M | 2.95% | 21 |
|
|
2023
Q4 | $1.56M | Buy |
5,935
+115
| +2% | +$30.3K | 0.83% | 30 |
|
|
2023
Q3 | $1.18M | Buy |
5,820
+244
| +4% | +$49.5K | 0.71% | 32 |
|
|
2023
Q2 | $1.18M | Buy |
+5,576
| New | +$1.18M | 0.63% | 33 |
|