Symmetry Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,923
| Closed | -$3.65M | – | 110 |
|
|
2024
Q4 | $3.65M | Buy |
+10,923
| New | +$3.65M | 0.19% | 56 |
|
|
2024
Q2 | – | Sell |
-27,779
| Closed | -$8.37M | – | 174 |
|
|
2024
Q1 | $8.37M | Buy |
27,779
+18,079
| +186% | +$5.45M | 0.5% | 21 |
|
|
2023
Q4 | $2.55M | Buy |
9,700
+7,300
| +304% | +$1.92M | 0.19% | 60 |
|
|
2023
Q3 | $487K | Hold |
2,400
| – | – | 0.1% | 102 |
|
|
2023
Q2 | $507K | Buy |
+2,400
| New | +$507K | 0.08% | 88 |
|