Slocum, Gordon & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$50.1K | – | 137 |
|
|
2024
Q4 | $50.1K | Hold |
150
| – | – | 0.04% | 81 |
|
|
2024
Q3 | $41.1K | Hold |
150
| – | – | 0.02% | 88 |
|
|
2024
Q2 | $38.6K | Hold |
150
| – | – | 0.03% | 93 |
|
|
2024
Q1 | $45.2K | Sell |
150
-68
| -31% | -$20.5K | 0.03% | 85 |
|
|
2023
Q4 | $57.4K | Buy |
218
+68
| +45% | +$17.9K | 0.05% | 77 |
|
|
2023
Q3 | $30.4K | Hold |
150
| – | – | 0.03% | 95 |
|
|
2023
Q2 | $31.7K | Hold |
150
| – | – | 0.02% | 89 |
|
|
2023
Q1 | $30K | Hold |
150
| – | – | 0.02% | 92 |
|
|
2022
Q4 | $19.9K | Buy |
+150
| New | +$19.9K | 0.01% | 95 |
|