KI
Kapitalo Investimentos’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
+55,000
| New | +$15M | 3.25% | 8 |
|
|
2025
Q1 | – | Sell |
-362
| Closed | -$121K | – | 137 |
|
|
2024
Q4 | $121K | Buy |
+362
| New | +$121K | 0.08% | 138 |
|
|
2024
Q2 | – | Sell |
-754
| Closed | -$227K | – | 196 |
|
|
2024
Q1 | $227K | Buy |
754
+561
| +291% | +$169K | 0.05% | 228 |
|
|
2023
Q4 | $50.8K | Buy |
+193
| New | +$50.8K | 0.01% | 460 |
|
|
2023
Q3 | – | Sell |
-1,013
| Closed | -$214K | – | 565 |
|
|
2023
Q2 | $214K | Buy |
+1,013
| New | +$214K | 0.04% | 230 |
|
|
2022
Q4 | – | Sell |
-3,830
| Closed | -$551K | – | 181 |
|
|
2022
Q3 | $551K | Hold |
3,830
| – | – | 0.23% | 20 |
|
|
2022
Q2 | $632K | Buy |
+3,830
| New | +$632K | 0.41% | 17 |
|
|
2022
Q1 | – | Sell |
-943
| Closed | -$240K | – | 31 |
|
|
2021
Q4 | $240K | Buy |
+943
| New | +$240K | 0.28% | 24 |
|
|
2021
Q3 | – | Sell |
-15,151
| Closed | -$3.7M | – | 39 |
|
|
2021
Q2 | $3.7M | Sell |
15,151
-2,863
| -16% | -$699K | 1.7% | 13 |
|
|
2021
Q1 | $3.82M | Buy |
+18,014
| New | +$3.82M | 4.19% | 10 |
|