Lion Street Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
+1,045
| New | +$285K | 0.09% | 223 |
|
|
2025
Q1 | – | Sell |
-624
| Closed | -$209K | – | 270 |
|
|
2024
Q4 | $209K | Buy |
+624
| New | +$209K | 0.07% | 253 |
|
|
2023
Q4 | – | Sell |
-1,474
| Closed | -$299K | – | 254 |
|
|
2023
Q3 | $299K | Sell |
1,474
-305
| -17% | -$61.8K | 0.1% | 184 |
|
|
2023
Q2 | $533K | Buy |
1,779
+557
| +46% | +$167K | 0.18% | 109 |
|
|
2023
Q1 | $244K | Buy |
1,222
+29
| +2% | +$5.79K | 0.08% | 201 |
|
|
2022
Q4 | $358K | Sell |
1,193
-287
| -19% | -$86K | 0.19% | 90 |
|
|
2022
Q3 | $212K | Buy |
1,480
+287
| +24% | +$41.1K | 0.11% | 121 |
|
|
2022
Q2 | $355K | Sell |
1,193
-46
| -4% | -$13.7K | 0.19% | 90 |
|
|
2022
Q1 | $262K | Buy |
1,239
+25
| +2% | +$5.29K | 0.13% | 112 |
|
|
2021
Q4 | $309K | Buy |
1,214
+21
| +2% | +$5.35K | 0.15% | 104 |
|
|
2021
Q3 | $323K | Buy |
+1,193
| New | +$323K | 0.17% | 95 |
|
|
2020
Q2 | – | Sell |
-124
| Closed | -$18K | – | 110 |
|
|
2020
Q1 | $18K | Buy |
+124
| New | +$18K | 0.1% | 104 |
|