Tacita Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Hold |
100
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $26.8K | Hold |
100
| – | – | 0.02% | 160 |
|
|
2024
Q4 | $33.4K | Hold |
100
| – | – | 0.02% | 152 |
|
|
2024
Q3 | $27.4K | Hold |
100
| – | – | 0.02% | 157 |
|
|
2024
Q2 | $25.7K | Hold |
100
| – | – | 0.02% | 167 |
|
|
2024
Q1 | $30.1K | Hold |
100
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $26.3K | Hold |
100
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $20.3K | Hold |
100
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $21K | Hold |
100
| – | – | 0.02% | 165 |
|
|
2023
Q1 | $20K | Hold |
100
| – | – | 0.02% | 163 |
|
|
2022
Q4 | $13K | Sell |
100
-74
| -43% | -$9.62K | 0.01% | 179 |
|
|
2022
Q3 | $25K | Hold |
174
| – | – | 0.02% | 157 |
|
|
2022
Q2 | $29K | Hold |
174
| – | – | 0.02% | 159 |
|
|
2022
Q1 | $37K | Hold |
174
| – | – | 0.02% | 157 |
|
|
2021
Q4 | $44K | Hold |
174
| – | – | 0.03% | 152 |
|
|
2021
Q3 | $47K | Hold |
174
| – | – | 0.03% | 146 |
|
|
2021
Q2 | $43K | Buy |
+174
| New | +$43K | 0.03% | 154 |
|