Sierra Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Buy |
3,646
+7
| +0.2% | +$1.91K | 0.11% | 124 |
|
|
2025
Q1 | $977K | Buy |
3,639
+1,249
| +52% | +$335K | 0.12% | 118 |
|
|
2024
Q4 | $799K | Hold |
2,390
| – | – | 0.09% | 134 |
|
|
2024
Q3 | $654K | Hold |
2,390
| – | – | 0.08% | 147 |
|
|
2024
Q2 | $614K | Hold |
2,390
| – | – | 0.08% | 140 |
|
|
2024
Q1 | $720K | Buy |
+2,390
| New | +$720K | 0.09% | 132 |
|
|
2023
Q1 | – | Sell |
-34
| Closed | -$5K | – | 271 |
|
|
2022
Q4 | $5K | Sell |
34
-1,361
| -98% | -$200K | ﹤0.01% | 406 |
|
|
2022
Q3 | $201K | Sell |
1,395
-12
| -0.9% | -$1.73K | 0.04% | 172 |
|
|
2022
Q2 | $232K | Sell |
1,407
-65
| -4% | -$10.7K | 0.04% | 178 |
|
|
2022
Q1 | $313K | Sell |
1,472
-164
| -10% | -$34.9K | 0.05% | 167 |
|
|
2021
Q4 | $416K | Buy |
1,636
+136
| +9% | +$34.6K | 0.06% | 157 |
|
|
2021
Q3 | $407K | Hold |
1,500
| – | – | 0.07% | 144 |
|
|
2021
Q2 | $366K | Hold |
1,500
| – | – | 0.07% | 138 |
|
|
2021
Q1 | $318K | Buy |
+1,500
| New | +$318K | 0.06% | 145 |
|