Tranquility Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$839K Hold
3,077
0.3% 92
2025
Q1
$826K Buy
3,077
+14
+0.5% +$3.76K 0.32% 88
2024
Q4
$1.02M Buy
3,063
+89
+3% +$29.8K 0.39% 70
2024
Q3
$814K Hold
2,974
0.3% 92
2024
Q2
$765K Hold
2,974
0.29% 94
2024
Q1
$896K Buy
2,974
+32
+1% +$9.64K 0.35% 81
2023
Q4
$774K Buy
2,942
+19
+0.7% +$5K 0.32% 83
2023
Q3
$593K Hold
2,923
0.25% 101
2023
Q2
$618K Hold
2,923
0.27% 96
2023
Q1
$584K Hold
2,923
0.28% 98
2022
Q4
$388K Sell
2,923
-2,860
-49% -$379K 0.2% 127
2022
Q3
$832K Buy
5,783
+1,232
+27% +$177K 0.46% 63
2022
Q2
$751K Buy
4,551
+50
+1% +$8.25K 0.39% 70
2022
Q1
$956K Buy
4,501
+54
+1% +$11.5K 0.45% 62
2021
Q4
$1.13M Buy
4,447
+59
+1% +$15K 0.52% 56
2021
Q3
$1.19M Buy
4,388
+534
+14% +$145K 0.6% 45
2021
Q2
$941K Buy
3,854
+40
+1% +$9.77K 0.53% 58
2021
Q1
$808K Buy
3,814
+16
+0.4% +$3.39K 0.5% 64
2020
Q4
$845K Hold
3,798
0.6% 60
2020
Q3
$955K Sell
3,798
-377
-9% -$94.8K 0.81% 35
2020
Q2
$782K Buy
4,175
+1,450
+53% +$272K 0.74% 41
2020
Q1
$392K Buy
2,725
+843
+45% +$121K 0.45% 64
2019
Q4
$306K Hold
1,882
0.28% 111
2019
Q3
$279K Hold
1,882
0.3% 111
2019
Q2
$286K Buy
+1,882
New +$286K 0.31% 103