Telos Capital 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 | $528K | Buy |
1,936
+383
| +25% | +$104K | 0.05% | 147 |
|
|
2025
Q1 | $417K | Sell |
1,553
-235
| -13% | -$63.1K | 0.05% | 150 |
|
|
2024
Q4 | $598K | Sell |
1,788
-123
| -6% | -$41.1K | 0.06% | 138 |
|
|
2024
Q3 | $523K | Sell |
1,911
-229
| -11% | -$62.7K | 0.05% | 144 |
|
|
2024
Q2 | $550K | Sell |
2,140
-100
| -4% | -$25.7K | 0.06% | 138 |
|
|
2024
Q1 | $675K | Sell |
2,240
-228
| -9% | -$68.7K | 0.08% | 130 |
|
|
2023
Q4 | $649K | Buy |
+2,468
| New | +$649K | 0.08% | 131 |
|