Gill 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 | $300K | Buy |
1,101
+197
| +22% | +$53.7K | 0.1% | 101 |
|
|
2025
Q1 | $243K | Sell |
904
-2
| -0.2% | -$537 | 0.08% | 111 |
|
|
2024
Q4 | $303K | Hold |
906
| – | – | 0.11% | 94 |
|
|
2024
Q3 | $248K | Buy |
906
+63
| +7% | +$17.2K | 0.09% | 104 |
|
|
2024
Q2 | $217K | Buy |
843
+68
| +9% | +$17.5K | 0.08% | 111 |
|
|
2024
Q1 | $208K | Hold |
775
| – | – | 0.08% | 109 |
|
|
2023
Q4 | $204K | Buy |
+775
| New | +$204K | 0.09% | 116 |
|
|
2023
Q2 | – | Sell |
-1,064
| Closed | -$213K | – | 130 |
|
|
2023
Q1 | $213K | Buy |
+1,064
| New | +$213K | 0.1% | 111 |
|
|
2022
Q3 | – | Sell |
-1,348
| Closed | -$286K | – | 119 |
|
|
2022
Q2 | $286K | Hold |
1,348
| – | – | 0.13% | 91 |
|
|
2022
Q1 | $286K | Buy |
+1,348
| New | +$286K | 0.13% | 91 |
|