Nilsine 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
$1.77M Sell
6,497
-770
-11% -$210K 0.18% 128
2025
Q1
$1.95M Sell
7,267
-196
-3% -$52.6K 0.21% 106
2024
Q4
$2.5M Buy
7,463
+323
+5% +$108K 0.27% 85
2024
Q3
$1.95M Sell
7,140
-146
-2% -$40K 0.25% 100
2024
Q2
$1.87M Sell
7,286
-191
-3% -$49.1K 0.25% 102
2024
Q1
$2.25M Sell
7,477
-155
-2% -$46.7K 0.31% 80
2023
Q4
$2.01M Sell
7,632
-1,453
-16% -$382K 0.31% 89
2023
Q3
$1.84M Buy
9,085
+1,226
+16% +$249K 0.28% 95
2023
Q2
$1.66M Buy
7,859
+212
+3% +$44.8K 0.24% 104
2023
Q1
$1.53M Buy
+7,647
New +$1.53M 0.24% 109