Red Wave Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-780
| Closed | -$209K | – | 110 |
|
|
2025
Q1 | $209K | Sell |
780
-273
| -26% | -$73.3K | 0.08% | 94 |
|
|
2024
Q4 | $352K | Hold |
1,053
| – | – | 0.12% | 72 |
|
|
2024
Q3 | $288K | Hold |
1,053
| – | – | 0.1% | 78 |
|
|
2024
Q2 | $271K | Buy |
1,053
+9
| +0.9% | +$2.31K | 0.1% | 79 |
|
|
2024
Q1 | $314K | Sell |
1,044
-38
| -4% | -$11.4K | 0.12% | 73 |
|
|
2023
Q4 | $285K | Buy |
+1,082
| New | +$285K | 0.11% | 80 |
|