Maxi Investments CY’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.81M | Sell |
32,310
-1,862
| -5% | -$508K | 1.46% | 16 |
|
|
2025
Q1 | $9.17M | Buy |
34,172
+28,316
| +484% | +$7.6M | 1.83% | 15 |
|
|
2024
Q4 | $1.96M | Sell |
5,856
-34,118
| -85% | -$11.4M | 0.38% | 43 |
|
|
2024
Q3 | $10.9M | Sell |
39,974
-4,953
| -11% | -$1.36M | 2.92% | 8 |
|
|
2024
Q2 | $11.6M | Buy |
44,927
+12,438
| +38% | +$3.2M | 2.59% | 7 |
|
|
2024
Q1 | $9.79M | Hold |
32,489
| – | – | 2.62% | 7 |
|
|
2023
Q4 | $8.55M | Buy |
32,489
+19,519
| +150% | +$5.14M | 2.4% | 9 |
|
|
2023
Q3 | $2.63M | Hold |
12,970
| – | – | 1.22% | 11 |
|
|
2023
Q2 | $2.74M | Hold |
12,970
| – | – | 1.96% | 16 |
|
|
2023
Q1 | $2.59M | Hold |
12,970
| – | – | 1.85% | 14 |
|
|
2022
Q4 | $1.72M | Hold |
12,970
| – | – | 1.63% | 23 |
|
|
2022
Q3 | $1.87M | Hold |
12,970
| – | – | 1.41% | 26 |
|
|
2022
Q2 | $2.14M | Buy |
12,970
+2,400
| +23% | +$396K | 1.53% | 25 |
|
|
2022
Q1 | $2.24M | Buy |
10,570
+8,600
| +437% | +$1.83M | 1.32% | 28 |
|
|
2021
Q4 | $501K | Buy |
+1,970
| New | +$501K | 0.27% | 47 |
|