Sandy Cove Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
1,435
-104
| -7% | -$28.4K | 0.14% | 86 |
|
|
2025
Q1 | $413K | Buy |
1,539
+90
| +6% | +$24.1K | 0.17% | 78 |
|
|
2024
Q4 | $484K | Buy |
1,449
+237
| +20% | +$79.2K | 0.19% | 71 |
|
|
2024
Q3 | $332K | Buy |
1,212
+61
| +5% | +$16.7K | 0.14% | 86 |
|
|
2024
Q2 | $296K | Buy |
1,151
+54
| +5% | +$13.9K | 0.13% | 91 |
|
|
2024
Q1 | $330K | Buy |
1,097
+5
| +0.5% | +$1.51K | 0.15% | 84 |
|
|
2023
Q4 | $287K | Buy |
+1,092
| New | +$287K | 0.15% | 93 |
|
|
2022
Q2 | – | Sell |
-907
| Closed | -$193K | – | 131 |
|
|
2022
Q1 | $193K | Buy |
907
+146
| +19% | +$31.1K | 0.16% | 88 |
|
|
2021
Q4 | $193K | Buy |
+761
| New | +$193K | 0.16% | 81 |
|