Shaker 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 | $2.94M | Sell |
10,774
-3,340
| -24% | -$911K | 1.2% | 32 |
|
|
2025
Q1 | $3.79M | Buy |
14,114
+6,909
| +96% | +$1.85M | 1.82% | 15 |
|
|
2024
Q4 | $2.41M | Buy |
7,205
+3,153
| +78% | +$1.05M | 1.01% | 32 |
|
|
2024
Q3 | $1.11M | Sell |
4,052
-4,033
| -50% | -$1.1M | 0.46% | 61 |
|
|
2024
Q2 | $2.08M | Sell |
8,085
-30
| -0.4% | -$7.71K | 0.9% | 40 |
|
|
2024
Q1 | $2.44M | Buy |
8,115
+4,069
| +101% | +$1.23M | 1.04% | 35 |
|
|
2023
Q4 | $1.06M | Buy |
+4,046
| New | +$1.06M | 0.5% | 57 |
|