EdgeRock 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 | $308K | Buy |
1,126
+69
| +7% | +$18.9K | 0.1% | 81 |
|
|
2025
Q1 | $284K | Sell |
1,057
-45
| -4% | -$12.1K | 0.2% | 55 |
|
|
2024
Q4 | $368K | Buy |
1,102
+156
| +16% | +$52.2K | 0.24% | 51 |
|
|
2024
Q3 | $259K | Buy |
946
+17
| +2% | +$4.65K | 0.18% | 60 |
|
|
2024
Q2 | $239K | Buy |
+929
| New | +$239K | 0.18% | 49 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$143K | – | 132 |
|
|
2023
Q4 | $143K | Buy |
+500
| New | +$143K | 0.1% | 63 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 120 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 335 |
|