Seven Mile Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Sell |
2,044
-41
| -2% | -$11.2K | 0.34% | 53 |
|
|
2025
Q1 | $560K | Buy |
2,085
+323
| +18% | +$86.7K | 0.37% | 51 |
|
|
2024
Q4 | $589K | Buy |
1,762
+39
| +2% | +$13K | 0.38% | 48 |
|
|
2024
Q3 | $472K | Buy |
1,723
+278
| +19% | +$76.1K | 0.31% | 61 |
|
|
2024
Q2 | $372K | Buy |
1,445
+35
| +2% | +$9K | 0.27% | 74 |
|
|
2024
Q1 | $425K | Buy |
1,410
+44
| +3% | +$13.3K | 0.32% | 65 |
|
|
2023
Q4 | $359K | Buy |
1,366
+67
| +5% | +$17.6K | 0.31% | 69 |
|
|
2023
Q3 | $263K | Buy |
1,299
+35
| +3% | +$7.1K | 0.28% | 84 |
|
|
2023
Q2 | $267K | Buy |
+1,264
| New | +$267K | 0.31% | 77 |
|