Solstein 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 | $713K | Buy |
2,615
+128
| +5% | +$34.9K | 0.37% | 55 |
|
|
2025
Q1 | $667K | Hold |
2,487
| – | – | 0.39% | 49 |
|
|
2024
Q4 | $831K | Hold |
2,487
| – | – | 0.46% | 46 |
|
|
2024
Q3 | $681K | Hold |
2,487
| – | – | 0.36% | 59 |
|
|
2024
Q2 | $639K | Hold |
2,487
| – | – | 0.42% | 53 |
|
|
2024
Q1 | $749K | Hold |
2,487
| – | – | 0.52% | 50 |
|
|
2023
Q4 | $654K | Hold |
2,487
| – | – | 0.48% | 50 |
|
|
2023
Q3 | $504K | Hold |
2,487
| – | – | 0.43% | 53 |
|
|
2023
Q2 | $525K | Buy |
2,487
+86
| +4% | +$18.2K | 0.44% | 48 |
|
|
2023
Q1 | $480K | Hold |
2,401
| – | – | 0.42% | 49 |
|
|
2022
Q4 | $318K | Sell |
2,401
-520
| -18% | -$68.9K | 0.27% | 73 |
|
|
2022
Q3 | $420K | Hold |
2,921
| – | – | 0.37% | 56 |
|
|
2022
Q2 | $482K | Sell |
2,921
-7
| -0.2% | -$1.16K | 0.37% | 57 |
|
|
2022
Q1 | $622K | Hold |
2,928
| – | – | 0.41% | 61 |
|
|
2021
Q4 | $744K | Hold |
2,928
| – | – | 0.45% | 63 |
|
|
2021
Q3 | $794K | Buy |
2,928
+1,750
| +149% | +$475K | 0.46% | 61 |
|
|
2021
Q2 | $288K | Buy |
1,178
+607
| +106% | +$148K | 0.35% | 76 |
|
|
2021
Q1 | $121K | Buy |
+571
| New | +$121K | 0.16% | 139 |
|
|
2020
Q4 | – | Sell |
-520
| Closed | -$131K | – | 111 |
|
|
2020
Q3 | $131K | Hold |
520
| – | – | 0.29% | 77 |
|
|
2020
Q2 | $97K | Hold |
520
| – | – | 0.23% | 79 |
|
|
2020
Q1 | $75K | Buy |
520
+10
| +2% | +$1.44K | 0.29% | 59 |
|
|
2019
Q4 | $83K | Buy |
+510
| New | +$83K | 0.17% | 85 |
|