Keystone Investors’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 |
-4,929
| Closed | -$1.32M | – | 54 |
|
|
2025
Q1 | $1.32M | Sell |
4,929
-126,429
| -96% | -$33.9M | 0.19% | 28 |
|
|
2024
Q4 | $43.9M | Buy |
+131,358
| New | +$43.9M | 3.07% | 11 |
|
|
2024
Q3 | – | Sell |
-16,631
| Closed | -$4.28M | – | 76 |
|
|
2024
Q2 | $4.28M | Buy |
16,631
+7,355
| +79% | +$1.89M | 0.36% | 27 |
|
|
2024
Q1 | $2.79M | Buy |
+9,276
| New | +$2.79M | 0.24% | 35 |
|