Fidelis Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
11,882
-252
| -2% | -$62.8K | 0.27% | 71 |
|
|
2025
Q1 | $3.25M | Buy |
12,134
+375
| +3% | +$100K | 0.35% | 59 |
|
|
2024
Q4 | $3.99M | Buy |
11,759
+1,437
| +14% | +$487K | 0.4% | 51 |
|
|
2024
Q3 | $2.94M | Buy |
10,322
+779
| +8% | +$222K | 0.35% | 55 |
|
|
2024
Q2 | $2.29M | Buy |
9,543
+320
| +3% | +$76.8K | 0.33% | 59 |
|
|
2024
Q1 | $2.78M | Buy |
9,223
+2,048
| +29% | +$617K | 0.42% | 46 |
|
|
2023
Q4 | $1.89M | Buy |
7,175
+1,850
| +35% | +$487K | 0.42% | 52 |
|
|
2023
Q3 | $1.08M | Buy |
5,325
+148
| +3% | +$29.9K | 0.37% | 63 |
|
|
2023
Q2 | $1.09M | Buy |
5,177
+187
| +4% | +$39.5K | 0.4% | 65 |
|
|
2023
Q1 | $986K | Buy |
4,990
+3,376
| +209% | +$667K | 0.42% | 61 |
|
|
2022
Q4 | $237K | Buy |
+1,614
| New | +$237K | 0.28% | 96 |
|