Transcendent Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,496
| Closed | -$500K | – | 150 |
|
|
2024
Q4 | $500K | Buy |
1,496
+1,257
| +526% | +$420K | 0.26% | 65 |
|
|
2024
Q3 | $65.4K | Sell |
239
-115
| -32% | -$31.5K | 0.03% | 184 |
|
|
2024
Q2 | $91K | Sell |
354
-329
| -48% | -$84.6K | 0.05% | 138 |
|
|
2024
Q1 | $206K | Sell |
683
-1,934
| -74% | -$582K | 0.12% | 91 |
|
|
2023
Q4 | $689K | Buy |
+2,617
| New | +$689K | 0.46% | 47 |
|