Horizon Investment Services’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,243
Closed -$3.39M 116
2024
Q1
$3.39M Buy
11,243
+1,237
+12% +$373K 1.66% 19
2023
Q4
$2.63M Buy
10,006
+119
+1% +$31.3K 1.42% 22
2023
Q3
$2M Buy
+9,887
New +$2M 1.21% 30