Sherbrooke Park Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
2,603
+1,554
| +148% | +$424K | 0.31% | 93 |
|
|
2025
Q1 | $282K | Buy |
1,049
+247
| +31% | +$66.3K | 0.13% | 322 |
|
|
2024
Q4 | $268K | Buy |
+802
| New | +$268K | 0.09% | 458 |
|
|
2024
Q2 | – | Sell |
-3,513
| Closed | -$1.06M | – | 959 |
|
|
2024
Q1 | $1.06M | Buy |
+3,513
| New | +$1.06M | 0.21% | 134 |
|
|
2023
Q4 | – | Sell |
-4,629
| Closed | -$939K | – | 502 |
|
|
2023
Q3 | $939K | Buy |
4,629
+1,729
| +60% | +$351K | 0.3% | 117 |
|
|
2023
Q2 | $613K | Buy |
+2,900
| New | +$613K | 0.32% | 123 |
|