Once Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,800
| Closed | -$5.35M | – | 20 |
|
|
2024
Q2 | $5.35M | Hold |
20,800
| – | – | 2% | 13 |
|
|
2024
Q1 | $6.26M | Hold |
20,800
| – | – | 2.93% | 11 |
|
|
2023
Q4 | $5.47M | Hold |
20,800
| – | – | 3.93% | 10 |
|
|
2023
Q3 | $4.22M | Hold |
20,800
| – | – | 4.01% | 10 |
|
|
2023
Q2 | $4.39M | Hold |
20,800
| – | – | 4.11% | 10 |
|
|
2023
Q1 | $4.16M | Hold |
20,800
| – | – | 4.43% | 9 |
|
|
2022
Q4 | $2.76M | Hold |
20,800
| – | – | 3.98% | 11 |
|
|
2022
Q3 | $2.99M | Hold |
20,800
| – | – | 3.9% | 11 |
|
|
2022
Q2 | $3.43M | Hold |
20,800
| – | – | 4.37% | 11 |
|
|
2022
Q1 | $4.42M | Hold |
20,800
| – | – | 4.04% | 11 |
|
|
2021
Q4 | $5.29M | Buy |
+20,800
| New | +$5.29M | 4.95% | 11 |
|