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 |
|