Louisbourg 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 | $6.37M | Buy |
29,157
+2,800
| +11% | +$612K | 1.5% | 22 |
|
|
2025
Q1 | $5.54M | Buy |
26,357
+3,170
| +14% | +$666K | 1.51% | 18 |
|
|
2024
Q4 | $6.15M | Sell |
23,187
-6,810
| -23% | -$1.81M | 1.61% | 14 |
|
|
2024
Q3 | $6.69M | Buy |
29,997
+1,530
| +5% | +$341K | 1.69% | 16 |
|
|
2024
Q2 | $5.93M | Buy |
28,467
+8,665
| +44% | +$1.8M | 1.66% | 14 |
|
|
2024
Q1 | $4.89M | Sell |
19,802
-1,907
| -9% | -$471K | 1.36% | 30 |
|
|
2023
Q4 | $4.73M | Buy |
+21,709
| New | +$4.73M | 1.43% | 20 |
|