LRI 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 | $329K | Sell |
24,413
-378
| -2% | -$5.09K | 0.03% | 221 |
|
|
2025
Q1 | $425K | Buy |
24,791
+311
| +1% | +$5.34K | 0.04% | 179 |
|
|
2024
Q4 | $420K | Sell |
24,480
-488
| -2% | -$8.38K | 0.04% | 158 |
|
|
2024
Q3 | $579K | Buy |
24,968
+23,418
| +1,511% | +$543K | 0.06% | 135 |
|
|
2024
Q2 | $399K | Buy |
+1,550
| New | +$399K | 0.05% | 135 |
|