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