Mitchell Sinkler & Starr’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Hold |
765
| – | – | 0.1% | 140 |
|
|
2025
Q1 | $205K | Hold |
765
| – | – | 0.06% | 149 |
|
|
2024
Q4 | $256K | Hold |
765
| – | – | 0.07% | 146 |
|
|
2024
Q3 | $209K | Buy |
+765
| New | +$209K | 0.05% | 153 |
|
|
2024
Q2 | – | Sell |
-765
| Closed | -$230K | – | 190 |
|
|
2024
Q1 | $230K | Buy |
+765
| New | +$230K | 0.06% | 151 |
|