Rakuten Securities’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Buy
1,936
+767
+66% +$209K 0.21% 70
2025
Q1
$314K Buy
1,169
+133
+13% +$35.7K 0.16% 89
2024
Q4
$346K Buy
1,036
+240
+30% +$80.2K 0.14% 75
2024
Q3
$218K Sell
796
-268
-25% -$73.4K 0.09% 86
2024
Q2
$274K Buy
1,064
+601
+130% +$155K 0.12% 76
2024
Q1
$139K Sell
463
-161
-26% -$48.5K 0.06% 113
2023
Q4
$164K Buy
+624
New +$164K 0.13% 98