Fielder Capital Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
1,267
-126
-9% -$34.4K 0.09% 142
2025
Q1
$374K Buy
1,393
+104
+8% +$27.9K 0.11% 126
2024
Q4
$431K Buy
1,289
+38
+3% +$12.7K 0.13% 111
2024
Q3
$342K Buy
1,251
+56
+5% +$15.3K 0.11% 121
2024
Q2
$307K Buy
1,195
+116
+11% +$29.8K 0.12% 116
2024
Q1
$325K Buy
1,079
+10
+0.9% +$3.01K 0.15% 101
2023
Q4
$281K Buy
+1,069
New +$281K 0.17% 99