STALEY CAPITAL ADVISERS’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
3,443
+100
| +3% | +$27.3K | 0.04% | 117 |
|
|
2025
Q1 | $897K | Buy |
3,343
+38
| +1% | +$10.2K | 0.04% | 113 |
|
|
2024
Q4 | $1.1M | Hold |
3,305
| – | – | 0.05% | 102 |
|
|
2024
Q3 | $905K | Hold |
3,305
| – | – | 0.04% | 115 |
|
|
2024
Q2 | $850K | Sell |
3,305
-160
| -5% | -$41.1K | 0.04% | 112 |
|
|
2024
Q1 | $1.04M | Sell |
3,465
-100
| -3% | -$30.1K | 0.05% | 105 |
|
|
2023
Q4 | $938K | Buy |
3,565
+250
| +8% | +$65.8K | 0.05% | 105 |
|
|
2023
Q3 | $672K | Buy |
3,315
+18
| +0.5% | +$3.65K | 0.04% | 116 |
|
|
2023
Q2 | $697K | Buy |
3,297
+10
| +0.3% | +$2.11K | 0.04% | 116 |
|
|
2023
Q1 | $657K | Buy |
3,287
+337
| +11% | +$67.4K | 0.04% | 115 |
|
|
2022
Q4 | $391K | Buy |
2,950
+1,000
| +51% | +$133K | 0.02% | 124 |
|
|
2022
Q3 | $280K | Hold |
1,950
| – | – | 0.02% | 140 |
|
|
2022
Q2 | $322K | Buy |
+1,950
| New | +$322K | 0.02% | 136 |
|