NBC Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Sell |
11,118
-1,462
| -12% | -$399K | 0.25% | 97 |
|
|
2025
Q1 | $3.38M | Buy |
12,580
+12,569
| +114,264% | +$3.37M | 0.29% | 81 |
|
|
2024
Q4 | $3.98K | Sell |
11
-11,587
| -100% | -$4.2M | 0.36% | 55 |
|
|
2024
Q3 | $3.17M | Sell |
11,598
-607
| -5% | -$166K | 0.27% | 81 |
|
|
2024
Q2 | $3.14M | Sell |
12,205
-199
| -2% | -$51.1K | 0.29% | 76 |
|
|
2024
Q1 | $3.74M | Buy |
12,404
+340
| +3% | +$102K | 0.35% | 51 |
|
|
2023
Q4 | $3.17M | Buy |
12,064
+30
| +0.2% | +$7.89K | 0.32% | 67 |
|
|
2023
Q3 | $2.44M | Buy |
+12,034
| New | +$2.44M | 0.27% | 82 |
|