Lazari Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
5,464
-159
| -3% | -$43.4K | 0.56% | 35 |
|
|
2025
Q1 | $1.51M | Buy |
5,623
+117
| +2% | +$31.4K | 0.62% | 32 |
|
|
2024
Q4 | $1.84M | Buy |
5,506
+63
| +1% | +$21.1K | 0.73% | 29 |
|
|
2024
Q3 | $1.49M | Sell |
5,443
-234
| -4% | -$64K | 0.64% | 31 |
|
|
2024
Q2 | $1.46M | Buy |
5,677
+242
| +4% | +$62.2K | 0.66% | 32 |
|
|
2024
Q1 | $1.64M | Sell |
5,435
-311
| -5% | -$93.7K | 0.89% | 20 |
|
|
2023
Q4 | $1.51M | Sell |
5,746
-2,336
| -29% | -$615K | 0.87% | 21 |
|
|
2023
Q3 | $1.64M | Sell |
8,082
-141
| -2% | -$28.6K | 0.98% | 19 |
|
|
2023
Q2 | $1.74M | Buy |
+8,223
| New | +$1.74M | 0.98% | 22 |
|