Spotlight Asset Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $330K | Buy |
1,284
+100
| +8% | +$25.7K | 0.23% | 62 |
|
|
2024
Q1 | $357K | Hold |
1,184
| – | – | 0.26% | 57 |
|
|
2023
Q4 | $240K | Hold |
1,184
| – | – | 0.22% | 53 |
|
|
2023
Q3 | $240K | Hold |
1,184
| – | – | 0.22% | 53 |
|
|
2023
Q2 | $250K | Sell |
1,184
-1,564
| -57% | -$330K | 0.22% | 56 |
|
|
2023
Q1 | $440K | Buy |
+2,748
| New | +$440K | 0.44% | 41 |
|
|
2022
Q3 | $440K | Buy |
+2,748
| New | +$440K | 0.44% | 41 |
|
|
2021
Q3 | $859K | Sell |
3,169
-1,545
| -33% | -$419K | 0.43% | 47 |
|
|
2021
Q2 | $1.15M | Buy |
4,714
+119
| +3% | +$29.1K | 0.44% | 44 |
|
|
2021
Q1 | $974K | Buy |
4,595
+424
| +10% | +$89.9K | 0.37% | 57 |
|
|
2020
Q4 | $928K | Sell |
4,171
-61
| -1% | -$13.6K | 0.35% | 48 |
|
|
2020
Q3 | $1.06M | Sell |
4,232
-187
| -4% | -$47K | 0.42% | 42 |
|
|
2020
Q2 | $828K | Buy |
+4,419
| New | +$828K | 0.35% | 45 |
|