Proficio Capital 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 | $806K | Buy |
2,957
+202
| +7% | +$55.1K | 0.05% | 179 |
|
|
2025
Q1 | $739K | Sell |
2,755
-36
| -1% | -$9.66K | 0.06% | 156 |
|
|
2024
Q4 | $933K | Buy |
2,791
+1,153
| +70% | +$386K | 0.08% | 114 |
|
|
2024
Q3 | $448K | Sell |
1,638
-426
| -21% | -$117K | 0.04% | 164 |
|
|
2024
Q2 | $531K | Sell |
2,064
-168
| -8% | -$43.2K | 0.06% | 155 |
|
|
2024
Q1 | $672K | Buy |
2,232
+261
| +13% | +$78.6K | 0.07% | 141 |
|
|
2023
Q4 | $519K | Buy |
1,971
+131
| +7% | +$34.5K | 0.06% | 145 |
|
|
2023
Q3 | $373K | Buy |
1,840
+56
| +3% | +$11.4K | 0.05% | 174 |
|
|
2023
Q2 | $377K | Sell |
1,784
-594
| -25% | -$125K | 0.05% | 180 |
|
|
2023
Q1 | $475K | Buy |
2,378
+283
| +14% | +$56.5K | 0.08% | 146 |
|
|
2022
Q4 | $238K | Buy |
2,095
+299
| +17% | +$33.9K | 0.05% | 235 |
|
|
2022
Q3 | $235K | Sell |
1,796
-115
| -6% | -$15K | 0.04% | 218 |
|
|
2022
Q2 | $315K | Sell |
1,911
-18
| -0.9% | -$2.97K | 0.06% | 181 |
|
|
2022
Q1 | $410K | Sell |
1,929
-1,043
| -35% | -$222K | 0.06% | 166 |
|
|
2021
Q4 | $755K | Buy |
2,972
+54
| +2% | +$13.7K | 0.11% | 113 |
|
|
2021
Q3 | $791K | Buy |
2,918
+178
| +6% | +$48.3K | 0.1% | 108 |
|
|
2021
Q2 | $669K | Buy |
2,740
+149
| +6% | +$36.4K | 0.08% | 116 |
|
|
2021
Q1 | $549K | Buy |
2,591
+612
| +31% | +$130K | 0.07% | 123 |
|
|
2020
Q4 | $440K | Sell |
1,979
-214
| -10% | -$47.6K | 0.07% | 107 |
|
|
2020
Q3 | $526K | Buy |
2,193
+232
| +12% | +$55.6K | 0.09% | 90 |
|
|
2020
Q2 | $367K | Sell |
1,961
-81
| -4% | -$15.2K | 0.08% | 106 |
|
|
2020
Q1 | $284K | Buy |
2,042
+627
| +44% | +$87.2K | 0.07% | 119 |
|
|
2019
Q4 | $230K | Buy |
+1,415
| New | +$230K | 0.07% | 118 |
|
|
2019
Q3 | – | Sell |
-889
| Closed | -$135K | – | 452 |
|
|
2019
Q2 | $135K | Sell |
889
-286
| -24% | -$43.4K | 0.05% | 170 |
|
|
2019
Q1 | $186K | Buy |
1,175
+739
| +169% | +$117K | 0.07% | 139 |
|
|
2018
Q4 | $60K | Buy |
436
+120
| +38% | +$16.5K | 0.03% | 248 |
|
|
2018
Q3 | $50K | Buy |
316
+7
| +2% | +$1.11K | 0.02% | 348 |
|
|
2018
Q2 | $42K | Sell |
309
-2
| -0.6% | -$272 | 0.02% | 395 |
|
|
2018
Q1 | $36K | Sell |
311
-10
| -3% | -$1.16K | 0.01% | 432 |
|
|
2017
Q4 | $33K | Buy |
321
+30
| +10% | +$3.08K | 0.01% | 447 |
|
|
2017
Q3 | $27K | Buy |
291
+5
| +2% | +$464 | 0.01% | 519 |
|
|
2017
Q2 | $26K | Buy |
286
+25
| +10% | +$2.27K | 0.01% | 531 |
|
|
2017
Q1 | $23K | Buy |
261
+139
| +114% | +$12.2K | 0.01% | 567 |
|
|
2016
Q4 | $8K | Sell |
122
-10
| -8% | -$656 | ﹤0.01% | 646 |
|
|
2016
Q3 | $9K | Sell |
132
-5
| -4% | -$341 | 0.01% | 596 |
|
|
2016
Q2 | $11K | Buy |
137
+61
| +80% | +$4.9K | 0.01% | 535 |
|
|
2016
Q1 | $6K | Sell |
76
-62
| -45% | -$4.9K | 0.01% | 479 |
|
|
2015
Q4 | $11K | Buy |
+138
| New | +$11K | 0.01% | 266 |
|