Financial Sense 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 | $782K | Buy |
+2,868
| New | +$782K | 0.18% | 73 |
|
|
2022
Q2 | – | Sell |
-1,746
| Closed | -$371K | – | 109 |
|
|
2022
Q1 | $371K | Buy |
+1,746
| New | +$371K | 0.14% | 54 |
|
|
2020
Q3 | – | Sell |
-7,064
| Closed | -$1.32M | – | 92 |
|
|
2020
Q2 | $1.32M | Buy |
7,064
+299
| +4% | +$56K | 0.47% | 32 |
|
|
2020
Q1 | $974K | Buy |
+6,765
| New | +$974K | 0.44% | 42 |
|
|
2016
Q1 | – | Sell |
-37,822
| Closed | -$2.97M | – | 83 |
|
|
2015
Q4 | $2.97M | Buy |
37,822
+10,842
| +40% | +$850K | 1.39% | 24 |
|
|
2015
Q3 | $1.87M | Sell |
26,980
-2,050
| -7% | -$142K | 1.3% | 27 |
|
|
2015
Q2 | $2.02M | Buy |
+29,030
| New | +$2.02M | 0.94% | 38 |
|