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Swan Capital’s Salesforce CRM Stock Holding History

Swan Capital’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$55.9K Buy
205
+5
+3% +$1.36K 0.02% 67
2025
Q1 		$53.7K Hold
200
– – 0.02% 61
2024
Q4 		$66.9K Sell
200
-129
-39% -$43.1K 0.03% 58
2024
Q3 		$90.1K Hold
329
– – 0.04% 54
2024
Q2 		$84.6K Buy
+329
New +$84.6K 0.05% 52