Milestone Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
2,596
+644
| +33% | +$176K | 0.15% | 114 |
|
|
2025
Q1 | $524K | Sell |
1,952
-1,969
| -50% | -$528K | 0.11% | 134 |
|
|
2024
Q4 | $1.31M | Buy |
3,921
+708
| +22% | +$237K | 0.29% | 82 |
|
|
2024
Q3 | $879K | Buy |
3,213
+150
| +5% | +$41.1K | 0.2% | 99 |
|
|
2024
Q2 | $788K | Sell |
3,063
-306
| -9% | -$78.7K | 0.2% | 99 |
|
|
2024
Q1 | $1.01M | Buy |
3,369
+2,555
| +314% | +$770K | 0.29% | 77 |
|
|
2023
Q4 | $214K | Buy |
+814
| New | +$214K | 0.07% | 79 |
|