Knollwood Investment Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Hold |
27,482
| – | – | 0.72% | 29 |
|
|
2025
Q1 | $7.38M | Buy |
27,482
+170
| +0.6% | +$45.6K | 0.82% | 22 |
|
|
2024
Q4 | $9.13M | Buy |
27,312
+3,000
| +12% | +$1M | 0.96% | 19 |
|
|
2024
Q3 | $6.65M | Hold |
24,312
| – | – | 0.71% | 29 |
|
|
2024
Q2 | $6.25M | Sell |
24,312
-6,068
| -20% | -$1.56M | 0.7% | 30 |
|
|
2024
Q1 | $9.15M | Buy |
30,380
+6,200
| +26% | +$1.87M | 1.65% | 13 |
|
|
2023
Q4 | $6.36M | Buy |
24,180
+10,550
| +77% | +$2.78M | 1.32% | 17 |
|
|
2023
Q3 | $2.76M | Buy |
13,630
+7,300
| +115% | +$1.48M | 1.29% | 27 |
|
|
2023
Q2 | $1.34M | Buy |
6,330
+4,939
| +355% | +$1.04M | 0.45% | 59 |
|
|
2023
Q1 | $278K | Buy |
+1,391
| New | +$278K | 0.05% | 113 |
|