First Long Island Investors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-63,981
Closed -$16.4M 71
2024
Q2
$16.4M Buy
63,981
+315
+0.5% +$81K 1.39% 32
2024
Q1
$19.2M Buy
+63,666
New +$19.2M 1.6% 27