InceptionR’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
4,276
+3,084
| +259% | +$841K | 0.27% | 113 |
|
|
2025
Q1 | $320K | Buy |
+1,192
| New | +$320K | 0.1% | 368 |
|
|
2024
Q2 | – | Sell |
-4,871
| Closed | -$1.47M | – | 635 |
|
|
2024
Q1 | $1.47M | Buy |
4,871
+2,790
| +134% | +$840K | 0.38% | 54 |
|
|
2023
Q4 | $548K | Sell |
2,081
-1,787
| -46% | -$470K | 0.39% | 87 |
|
|
2023
Q3 | $784K | Buy |
3,868
+1,386
| +56% | +$281K | 0.44% | 46 |
|
|
2023
Q2 | $524K | Buy |
2,482
+720
| +41% | +$152K | 0.28% | 134 |
|
|
2023
Q1 | $352K | Buy |
+1,762
| New | +$352K | 0.11% | 324 |
|