NCM
Next Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
+943
| New | +$257K | 0.1% | 116 |
|
|
2025
Q1 | – | Sell |
-1,480
| Closed | -$495K | – | 129 |
|
|
2024
Q4 | $495K | Buy |
1,480
+443
| +43% | +$148K | 0.2% | 81 |
|
|
2024
Q3 | $284K | Sell |
1,037
-1,364
| -57% | -$373K | 0.12% | 104 |
|
|
2024
Q2 | $617K | Buy |
2,401
+1,109
| +86% | +$285K | 0.26% | 69 |
|
|
2024
Q1 | $389K | Buy |
+1,292
| New | +$389K | 0.16% | 96 |
|
|
2019
Q4 | – | Sell |
-80
| Closed | -$12K | – | 114 |
|
|
2019
Q3 | $12K | Sell |
80
-324
| -80% | -$48.6K | 0.01% | 224 |
|
|
2019
Q2 | $61K | Buy |
404
+324
| +405% | +$48.9K | 0.04% | 146 |
|
|
2019
Q1 | $13K | Hold |
80
| – | – | 0.01% | 212 |
|
|
2018
Q4 | $11K | Buy |
+80
| New | +$11K | 0.01% | 198 |
|