Moment Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
1,431
-29
-2% -$7.91K 0.07% 79
2025
Q1
$392K Hold
1,460
0.08% 78
2024
Q4
$488K Buy
+1,460
New +$488K 0.09% 63