Hel Ved Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,452
| Closed | -$926K | – | 72 |
|
|
2025
Q1 | $926K | Sell |
3,452
-4,598
| -57% | -$1.23M | 0.33% | 46 |
|
|
2024
Q4 | $2.69M | Buy |
8,050
+1,655
| +26% | +$553K | 0.79% | 39 |
|
|
2024
Q3 | $1.75M | Buy |
+6,395
| New | +$1.75M | 0.77% | 30 |
|
|
2024
Q2 | – | Sell |
-6,935
| Closed | -$2.09M | – | 50 |
|
|
2024
Q1 | $2.09M | Sell |
6,935
-7,005
| -50% | -$2.11M | 0.52% | 38 |
|
|
2023
Q4 | $3.67M | Buy |
+13,940
| New | +$3.67M | 1.06% | 24 |
|