Stelac Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,761
| Closed | -$3.42M | – | 106 |
|
|
2025
Q1 | $3.42M | Buy |
12,761
+71
| +0.6% | +$19.1K | 1.41% | 21 |
|
|
2024
Q4 | $4.24M | Hold |
12,690
| – | – | 1.65% | 18 |
|
|
2024
Q3 | $3.47M | Sell |
12,690
-15,468
| -55% | -$4.23M | 1.41% | 22 |
|
|
2024
Q2 | $7.24M | Hold |
28,158
| – | – | 3.04% | 10 |
|
|
2024
Q1 | $8.48M | Hold |
28,158
| – | – | 3.98% | 9 |
|
|
2023
Q4 | $7.41M | Hold |
28,158
| – | – | 3.99% | 6 |
|
|
2023
Q3 | $5.71M | Hold |
28,158
| – | – | 3.11% | 7 |
|
|
2023
Q2 | $5.95M | Sell |
28,158
-352
| -1% | -$74.4K | 2.65% | 7 |
|
|
2023
Q1 | $5.7M | Sell |
28,510
-34
| -0.1% | -$6.79K | 2.47% | 8 |
|
|
2022
Q4 | $3.78M | Buy |
28,544
+15,493
| +119% | +$2.05M | 1.71% | 20 |
|
|
2022
Q3 | $1.88M | Buy |
+13,051
| New | +$1.88M | 0.85% | 35 |
|
|
2021
Q4 | – | Sell |
-1,978
| Closed | -$536K | – | 194 |
|
|
2021
Q3 | $536K | Sell |
1,978
-1,109
| -36% | -$301K | 0.14% | 101 |
|
|
2021
Q2 | $754K | Buy |
3,087
+76
| +3% | +$18.6K | 0.17% | 97 |
|
|
2021
Q1 | $638K | Sell |
3,011
-321
| -10% | -$68K | 0.24% | 84 |
|
|
2020
Q4 | $741K | Buy |
3,332
+129
| +4% | +$28.7K | 0.19% | 81 |
|
|
2020
Q3 | $805K | Buy |
3,203
+1,075
| +51% | +$270K | 0.27% | 58 |
|
|
2020
Q2 | $399K | Buy |
+2,128
| New | +$399K | 0.15% | 71 |
|
|
2019
Q4 | – | Sell |
-1,241
| Closed | -$184K | – | 93 |
|
|
2019
Q3 | $184K | Buy |
+1,241
| New | +$184K | 0.13% | 70 |
|