Gratus Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $512K | Buy |
1,992
+672
| +51% | +$173K | 0.02% | 244 |
|
|
2024
Q1 | $397K | Buy |
1,320
+200
| +18% | +$60.2K | 0.02% | 247 |
|
|
2023
Q4 | $295K | Buy |
1,120
+114
| +11% | +$30K | 0.02% | 213 |
|
|
2023
Q3 | $204K | Buy |
+1,006
| New | +$204K | 0.01% | 231 |
|
|
2023
Q2 | – | Sell |
-1,058
| Closed | -$211K | – | 234 |
|
|
2023
Q1 | $211K | Buy |
+1,058
| New | +$211K | 0.02% | 203 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 96 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 79 |
|