Ecofi Investissements’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Buy |
4,400
+1,150
| +35% | +$261K | 1.11% | 15 |
|
|
2025
Q1 | $746K | Buy |
3,250
+150
| +5% | +$34.4K | 0.47% | 28 |
|
|
2024
Q4 | $960K | Sell |
3,100
-700
| -18% | -$217K | 0.59% | 26 |
|
|
2024
Q3 | $848K | Buy |
3,800
+50
| +1% | +$11.2K | 0.56% | 24 |
|
|
2024
Q2 | $875K | Buy |
+3,750
| New | +$875K | 0.49% | 26 |
|