Stone House Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.7K | Sell |
285
-152
| -35% | -$41.4K | 0.01% | 122 |
|
|
2025
Q1 | $117K | Buy |
+437
| New | +$117K | 0.02% | 88 |
|
|
2024
Q4 | – | Sell |
-385
| Closed | -$105K | – | 119 |
|
|
2024
Q3 | $105K | Hold |
385
| – | – | 0.02% | 76 |
|
|
2024
Q2 | $99K | Sell |
385
-35
| -8% | -$9K | 0.03% | 81 |
|
|
2024
Q1 | $126K | Buy |
420
+402
| +2,233% | +$121K | 0.03% | 66 |
|
|
2023
Q4 | $4.74K | Buy |
+18
| New | +$4.74K | ﹤0.01% | 217 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$8.45K | – | 343 |
|
|
2023
Q2 | $8.45K | Hold |
40
| – | – | ﹤0.01% | 174 |
|
|
2023
Q1 | $7.99K | Buy |
+40
| New | +$7.99K | ﹤0.01% | 176 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$8K | – | 61 |
|
|
2019
Q1 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 159 |
|