Longbow Finance’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,986
| Closed | -$7.68M | – | 87 |
|
|
2024
Q4 | $7.68M | Buy |
22,986
+1,089
| +5% | +$364K | 0.84% | 40 |
|
|
2024
Q3 | $5.99M | Hold |
21,897
| – | – | 0.64% | 43 |
|
|
2024
Q2 | $5.63M | Sell |
21,897
-1,186
| -5% | -$305K | 0.58% | 39 |
|
|
2024
Q1 | $6.95M | Buy |
+23,083
| New | +$6.95M | 0.7% | 37 |
|