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 |
|