Red Tortoise LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.7K | Buy |
322
+213
| +195% | +$58K | 0.04% | 99 |
|
|
2025
Q1 | $29.1K | Buy |
109
+1
| +0.9% | +$267 | 0.02% | 130 |
|
|
2024
Q4 | $36.3K | Hold |
108
| – | – | 0.02% | 128 |
|
|
2024
Q3 | $29.6K | Hold |
108
| – | – | 0.01% | 137 |
|
|
2024
Q2 | $27.8K | Hold |
108
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $32.5K | Buy |
+108
| New | +$32.5K | 0.02% | 123 |
|
|
2023
Q3 | – | Sell |
-15
| Closed | -$3.17K | – | 565 |
|
|
2023
Q2 | $3.17K | Buy |
15
+7
| +88% | +$1.48K | ﹤0.01% | 367 |
|
|
2023
Q1 | $1.6K | Hold |
8
| – | – | ﹤0.01% | 478 |
|
|
2022
Q4 | $1.06K | Buy |
+8
| New | +$1.06K | ﹤0.01% | 553 |
|
|
2021
Q4 | – | Sell |
-8
| Closed | -$1K | – | 170 |
|
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 493 |
|