TruNorth 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 | $4.09K | Sell |
15
-945
| -98% | -$258K | ﹤0.01% | 318 |
|
|
2025
Q1 | $258K | Buy |
960
+945
| +6,300% | +$254K | 0.06% | 84 |
|
|
2024
Q4 | $5.02K | Sell |
15
-6
| -29% | -$2.01K | ﹤0.01% | 317 |
|
|
2024
Q3 | $5.75K | Hold |
21
| – | – | ﹤0.01% | 317 |
|
|
2024
Q2 | $5.4K | Sell |
21
-31
| -60% | -$7.97K | ﹤0.01% | 281 |
|
|
2024
Q1 | $15.7K | Buy |
+52
| New | +$15.7K | 0.01% | 162 |
|