Inscription Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
1,746
-807
| -32% | -$220K | 0.07% | 224 |
|
|
2025
Q1 | $769K | Buy |
+2,553
| New | +$769K | 0.13% | 126 |
|
|
2024
Q3 | $710K | Buy |
2,593
+14
| +0.5% | +$3.83K | 0.11% | 145 |
|
|
2024
Q2 | $663K | Buy |
2,579
+26
| +1% | +$6.69K | 0.11% | 143 |
|
|
2024
Q1 | $769K | Buy |
2,553
+320
| +14% | +$96.4K | 0.13% | 126 |
|
|
2023
Q4 | $588K | Buy |
2,233
+22
| +1% | +$5.79K | 0.16% | 102 |
|
|
2023
Q3 | $448K | Sell |
2,211
-635
| -22% | -$129K | 0.15% | 110 |
|
|
2023
Q2 | $601K | Sell |
2,846
-249
| -8% | -$52.6K | 0.19% | 89 |
|
|
2023
Q1 | $618K | Buy |
3,095
+1,142
| +58% | +$228K | 0.16% | 103 |
|
|
2022
Q4 | $259K | Sell |
1,953
-180
| -8% | -$23.9K | 0.09% | 171 |
|
|
2022
Q3 | $307K | Sell |
2,133
-844
| -28% | -$121K | 0.09% | 153 |
|
|
2022
Q2 | $491K | Sell |
2,977
-1,442
| -33% | -$238K | 0.09% | 155 |
|
|
2022
Q1 | $938K | Sell |
4,419
-1,289
| -23% | -$274K | 0.27% | 78 |
|
|
2021
Q4 | $1.45M | Sell |
5,708
-585
| -9% | -$149K | 0.4% | 61 |
|
|
2021
Q3 | $1.71M | Buy |
6,293
+2,400
| +62% | +$651K | 0.54% | 50 |
|
|
2021
Q2 | $951K | Sell |
3,893
-4,122
| -51% | -$1.01M | 0.11% | 137 |
|
|
2021
Q1 | $1.7M | Sell |
8,015
-662
| -8% | -$140K | 0.58% | 49 |
|
|
2020
Q4 | $1.93M | Sell |
8,677
-5
| -0.1% | -$1.11K | 0.74% | 38 |
|
|
2020
Q3 | $2.18M | Buy |
8,682
+572
| +7% | +$144K | 0.97% | 28 |
|
|
2020
Q2 | $1.52M | Buy |
+8,110
| New | +$1.52M | 0.84% | 35 |
|