Navalign LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
7,397
-315
| -4% | -$85.9K | 0.56% | 29 |
|
|
2025
Q1 | $2.07M | Sell |
7,712
-93
| -1% | -$25K | 0.59% | 27 |
|
|
2024
Q4 | $2.61M | Sell |
7,805
-212
| -3% | -$70.9K | 0.77% | 23 |
|
|
2024
Q3 | $2.19M | Buy |
8,017
+81
| +1% | +$22.2K | 0.65% | 24 |
|
|
2024
Q2 | $2.04M | Buy |
7,936
+284
| +4% | +$73K | 0.64% | 25 |
|
|
2024
Q1 | $2.3M | Sell |
7,652
-243
| -3% | -$73.2K | 0.76% | 23 |
|
|
2023
Q4 | $2.08M | Sell |
7,895
-201
| -2% | -$52.9K | 0.72% | 24 |
|
|
2023
Q3 | $1.64M | Sell |
8,096
-184
| -2% | -$37.3K | 0.62% | 27 |
|
|
2023
Q2 | $1.75M | Buy |
8,280
+16
| +0.2% | +$3.38K | 0.7% | 23 |
|
|
2023
Q1 | $1.65M | Buy |
8,264
+1,888
| +30% | +$377K | 0.69% | 23 |
|
|
2022
Q4 | $845K | Sell |
6,376
-1,520
| -19% | -$202K | 0.35% | 61 |
|
|
2022
Q3 | $1.14M | Buy |
7,896
+902
| +13% | +$130K | 0.51% | 33 |
|
|
2022
Q2 | $1.15M | Sell |
6,994
-761
| -10% | -$126K | 0.5% | 37 |
|
|
2022
Q1 | $1.36M | Buy |
7,755
+300
| +4% | +$52.4K | 0.57% | 33 |
|
|
2021
Q4 | $1.9M | Sell |
7,455
-143
| -2% | -$36.3K | 0.76% | 25 |
|
|
2021
Q3 | $2.06M | Sell |
7,598
-70
| -0.9% | -$19K | 0.87% | 18 |
|
|
2021
Q2 | $1.87M | Buy |
7,668
+214
| +3% | +$52.3K | 0.79% | 22 |
|
|
2021
Q1 | $1.58M | Buy |
+7,454
| New | +$1.58M | 0.7% | 26 |
|