Malaga Cove Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.25M | Sell |
4,566
-600
| -12% | -$164K | 0.49% | 62 |
|
2025
Q1 | $1.39M | Buy |
5,166
+1,629
| +46% | +$437K | 0.6% | 48 |
|
2024
Q4 | $1.18M | Sell |
3,537
-5
| -0.1% | -$1.67K | 0.46% | 57 |
|
2024
Q3 | $969K | Buy |
3,542
+902
| +34% | +$247K | 0.39% | 68 |
|
2024
Q2 | $679K | Sell |
2,640
-43
| -2% | -$11.1K | 0.28% | 94 |
|
2024
Q1 | $808K | Hold |
2,683
| – | – | 0.33% | 84 |
|
2023
Q4 | $706K | Sell |
2,683
-6
| -0.2% | -$1.58K | 0.3% | 94 |
|
2023
Q3 | $545K | Sell |
2,689
-142
| -5% | -$28.8K | 0.25% | 103 |
|
2023
Q2 | $598K | Sell |
2,831
-184
| -6% | -$38.9K | 0.28% | 97 |
|
2023
Q1 | $602K | Buy |
3,015
+6
| +0.2% | +$1.2K | 0.3% | 98 |
|
2022
Q4 | $399K | Buy |
3,009
+1,389
| +86% | +$184K | 0.22% | 110 |
|
2022
Q3 | $233K | Buy |
+1,620
| New | +$233K | 0.13% | 147 |
|
2021
Q1 | – | Sell |
-2,693
| Closed | -$596K | – | 162 |
|
2020
Q4 | $596K | Buy |
+2,693
| New | +$596K | 0.28% | 116 |
|