SOL Capital Management’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 |
-764
| Closed | -$255K | – | 298 |
|
|
2024
Q4 | $255K | Hold |
764
| – | – | 0.03% | 277 |
|
|
2024
Q3 | $209K | Buy |
+764
| New | +$209K | 0.02% | 299 |
|
|
2024
Q2 | – | Sell |
-764
| Closed | -$230K | – | 303 |
|
|
2024
Q1 | $230K | Sell |
764
-150
| -16% | -$45.2K | 0.03% | 286 |
|
|
2023
Q4 | $241K | Buy |
+914
| New | +$241K | 0.03% | 273 |
|