GLOBALT Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
1,442
+123
| +9% | +$33.5K | 0.02% | 186 |
|
|
2025
Q1 | $354K | Hold |
1,319
| – | – | 0.01% | 187 |
|
|
2024
Q4 | $441K | Hold |
1,319
| – | – | 0.02% | 182 |
|
|
2024
Q3 | $361K | Buy |
1,319
+48
| +4% | +$13.1K | 0.01% | 189 |
|
|
2024
Q2 | $327K | Sell |
1,271
-1
| -0.1% | -$257 | 0.01% | 192 |
|
|
2024
Q1 | $383K | Buy |
1,272
+1
| +0.1% | +$301 | 0.02% | 186 |
|
|
2023
Q4 | $334K | Buy |
+1,271
| New | +$334K | 0.01% | 191 |
|