Thrive Capital Management (Pennsylvania)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-767
| Closed | -$210K | – | 112 |
|
2024
Q3 | $210K | Buy |
+767
| New | +$210K | 0.1% | 173 |
|
2024
Q2 | – | Sell |
-881
| Closed | -$265K | – | 186 |
|
2024
Q1 | $265K | Sell |
881
-1,095
| -55% | -$330K | 0.14% | 88 |
|
2023
Q4 | $520K | Buy |
1,976
+273
| +16% | +$71.8K | 0.28% | 57 |
|
2023
Q3 | $345K | Buy |
1,703
+483
| +40% | +$97.9K | 0.19% | 84 |
|
2023
Q2 | $258K | Buy |
+1,220
| New | +$258K | 0.15% | 107 |
|