Geneva Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,858
| Closed | -$1.46M | – | 68 |
|
|
2024
Q1 | $1.46M | Buy |
4,858
+778
| +19% | +$234K | 0.65% | 44 |
|
|
2023
Q4 | $1.07M | Sell |
4,080
-150
| -4% | -$39.5K | 0.59% | 41 |
|
|
2023
Q3 | $858K | Buy |
+4,230
| New | +$858K | 0.57% | 40 |
|
|
2020
Q4 | – | Sell |
-1,765
| Closed | -$444K | – | 101 |
|
|
2020
Q3 | $444K | Buy |
+1,765
| New | +$444K | 0.27% | 63 |
|