Garda Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,387
| Closed | -$641K | – | 103 |
|
2025
Q1 | $641K | Buy |
+2,387
| New | +$641K | 0.02% | 73 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 70 |
|
2024
Q3 | – | Sell |
-1,523
| Closed | -$392K | – | 93 |
|
2024
Q2 | $392K | Buy |
+1,523
| New | +$392K | 0.01% | 39 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 76 |
|
2023
Q4 | – | Sell |
-5,356
| Closed | -$1.09M | – | 103 |
|
2023
Q3 | $1.09M | Buy |
+5,356
| New | +$1.09M | 0.05% | 42 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 84 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 119 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 83 |
|