Hamilton Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-724
| Closed | -$242K | – | 139 |
|
|
2024
Q4 | $242K | Hold |
724
| – | – | 0.02% | 107 |
|
|
2024
Q3 | $211K | Buy |
+724
| New | +$211K | 0.02% | 122 |
|
|
2024
Q2 | – | Sell |
-929
| Closed | -$280K | – | 128 |
|
|
2024
Q1 | $280K | Sell |
929
-5
| -0.5% | -$1.51K | 0.02% | 101 |
|
|
2023
Q4 | $246K | Sell |
934
-237
| -20% | -$62.4K | 0.02% | 112 |
|
|
2023
Q3 | $237K | Buy |
1,171
+29
| +3% | +$5.88K | 0.02% | 99 |
|
|
2023
Q2 | $241K | Buy |
+1,142
| New | +$241K | 0.02% | 96 |
|