Sivia Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Buy |
2,958
+106
| +4% | +$28.9K | 0.24% | 60 |
|
|
2025
Q1 | $765K | Buy |
2,852
+378
| +15% | +$101K | 0.36% | 36 |
|
|
2024
Q4 | $827K | Sell |
2,474
-185
| -7% | -$61.9K | 0.41% | 33 |
|
|
2024
Q3 | $728K | Buy |
2,659
+307
| +13% | +$84K | 0.43% | 38 |
|
|
2024
Q2 | $605K | Sell |
2,352
-169
| -7% | -$43.5K | 0.4% | 38 |
|
|
2024
Q1 | $759K | Sell |
2,521
-21
| -0.8% | -$6.33K | 0.52% | 30 |
|
|
2023
Q4 | $669K | Buy |
+2,542
| New | +$669K | 0.51% | 32 |
|