Full Sail 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
$363K Buy
1,331
+397
+43% +$108K 0.02% 154
2025
Q1
$251K Buy
934
+136
+17% +$36.5K 0.02% 149
2024
Q4
$267K Buy
798
+67
+9% +$22.4K 0.02% 138
2024
Q3
$200K Buy
+731
New +$200K 0.01% 160
2024
Q2
Sell
-704
Closed -$212K 170
2024
Q1
$212K Buy
+704
New +$212K 0.01% 162