Fund 1 Investments’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,000
Closed -$999K 69
2023
Q1
$999K Sell
5,000
-5,000
-50% -$999K 0.34% 36
2022
Q4
$1.33M Buy
+10,000
New +$1.33M 0.6% 27