Stonebrook Private’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
5,205
-137
| -3% | -$37.4K | 0.33% | 71 |
|
|
2025
Q1 | $1.43M | Buy |
5,342
+133
| +3% | +$35.7K | 0.37% | 69 |
|
|
2024
Q4 | $1.74M | Sell |
5,209
-436
| -8% | -$146K | 0.46% | 62 |
|
|
2024
Q3 | $1.54M | Buy |
5,645
+152
| +3% | +$41.6K | 0.41% | 65 |
|
|
2024
Q2 | $1.41M | Buy |
5,493
+1,017
| +23% | +$261K | 0.41% | 62 |
|
|
2024
Q1 | $1.35M | Buy |
4,476
+367
| +9% | +$111K | 0.39% | 64 |
|
|
2023
Q4 | $1.08M | Buy |
+4,109
| New | +$1.08M | 0.36% | 60 |
|