Gries Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
1,713
+77
| +5% | +$21K | 0.09% | 177 |
|
|
2025
Q1 | $439K | Buy |
1,636
+245
| +18% | +$65.7K | 0.09% | 177 |
|
|
2024
Q4 | $465K | Buy |
1,391
+187
| +16% | +$62.5K | 0.08% | 172 |
|
|
2024
Q3 | $330K | Buy |
+1,204
| New | +$330K | 0.06% | 195 |
|
|
2024
Q2 | – | Sell |
-2,441
| Closed | -$735K | – | 251 |
|
|
2024
Q1 | $735K | Buy |
2,441
+826
| +51% | +$249K | 0.12% | 143 |
|
|
2023
Q4 | $425K | Buy |
+1,615
| New | +$425K | 0.09% | 141 |
|