Liberty One Investment 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 | $876K | Buy |
3,211
+46
| +1% | +$12.5K | 0.09% | 91 |
|
|
2025
Q1 | $849K | Buy |
3,165
+39
| +1% | +$10.5K | 0.09% | 91 |
|
|
2024
Q4 | $1.05M | Sell |
3,126
-571
| -15% | -$191K | 0.11% | 87 |
|
|
2024
Q3 | $1.01M | Sell |
3,697
-95
| -3% | -$26K | 0.1% | 88 |
|
|
2024
Q2 | $975K | Buy |
3,792
+3,356
| +770% | +$863K | 0.11% | 91 |
|
|
2024
Q1 | $131K | Buy |
+436
| New | +$131K | 0.01% | 150 |
|