GuoLine Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1M | Hold |
117,890
| – | – | 3.41% | 13 |
|
|
2025
Q1 | $31.6M | Hold |
117,890
| – | – | 3.35% | 15 |
|
|
2024
Q4 | $39.4M | Hold |
117,890
| – | – | 4.07% | 10 |
|
|
2024
Q3 | $32.3M | Hold |
117,890
| – | – | 3.29% | 19 |
|
|
2024
Q2 | $30.3M | Buy |
117,890
+76,390
| +184% | +$19.6M | 3.23% | 19 |
|
|
2024
Q1 | $12.5M | Buy |
+41,500
| New | +$12.5M | 1.52% | 19 |
|