Sierra Ocean’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.9K Sell
161
-44
-21% -$12K 0.03% 207
2025
Q1
$55K Buy
205
+66
+47% +$17.7K 0.04% 163
2024
Q4
$46.5K Buy
+139
New +$46.5K 0.04% 175