Legal Advantage Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
5,437
-34
| -0.6% | -$9.27K | 0.69% | 42 |
|
|
2025
Q1 | $1.47M | Sell |
5,471
-25
| -0.5% | -$6.71K | 0.79% | 38 |
|
|
2024
Q4 | $1.84M | Sell |
5,496
-50
| -0.9% | -$16.7K | 0.97% | 34 |
|
|
2024
Q3 | $1.52M | Hold |
5,546
| – | – | 0.83% | 37 |
|
|
2024
Q2 | $1.43M | Sell |
5,546
-25
| -0.4% | -$6.43K | 0.82% | 38 |
|
|
2024
Q1 | $1.68M | Hold |
5,571
| – | – | 0.94% | 35 |
|
|
2023
Q4 | $1.47M | Buy |
5,571
+40
| +0.7% | +$10.5K | 0.88% | 34 |
|
|
2023
Q3 | $1.12M | Sell |
5,531
-34
| -0.6% | -$6.9K | 0.8% | 36 |
|
|
2023
Q2 | $1.18M | Buy |
5,565
+515
| +10% | +$109K | 0.78% | 38 |
|
|
2023
Q1 | $1.01M | Hold |
5,050
| – | – | 0.74% | 41 |
|
|
2022
Q4 | $670K | Buy |
5,050
+2,000
| +66% | +$265K | 0.55% | 52 |
|
|
2022
Q3 | $439K | Buy |
3,050
+1,050
| +53% | +$151K | 0.41% | 54 |
|
|
2022
Q2 | $330K | Sell |
2,000
-2,330
| -54% | -$384K | 0.32% | 62 |
|
|
2022
Q1 | $919K | Hold |
4,330
| – | – | 0.69% | 43 |
|
|
2021
Q4 | $1.1M | Sell |
4,330
-50
| -1% | -$12.7K | 0.75% | 42 |
|
|
2021
Q3 | $1.19M | Hold |
4,380
| – | – | 0.8% | 41 |
|
|
2021
Q2 | $1.07M | Buy |
4,380
+1,000
| +30% | +$244K | 0.73% | 42 |
|
|
2021
Q1 | $716K | Buy |
3,380
+125
| +4% | +$26.5K | 0.54% | 50 |
|
|
2020
Q4 | $724K | Buy |
+3,255
| New | +$724K | 0.56% | 49 |
|