River Global Investors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$290K Sell
867
-2,163
-71% -$724K 0.06% 138
2024
Q3
$829K Sell
3,030
-77
-2% -$21.1K 0.18% 117
2024
Q2
$799K Sell
3,107
-4,777
-61% -$1.23M 0.22% 127
2024
Q1
$2.37M Sell
7,884
-87
-1% -$26.2K 0.6% 46
2023
Q4
$2.1M Buy
7,971
+1,518
+24% +$400K 0.4% 80
2023
Q3
$1.31M Buy
6,453
+493
+8% +$100K 0.31% 94
2023
Q2
$1.26M Buy
5,960
+160
+3% +$33.8K 0.25% 127
2023
Q1
$1.16M Buy
+5,800
New +$1.16M 0.24% 132
2016
Q3
Sell
-650
Closed -$51K 102
2016
Q2
$51K Hold
650
0.02% 107
2016
Q1
$47K Hold
650
0.03% 111
2015
Q4
$50K Buy
+650
New +$50K 0.03% 87