Tsai Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,707
| Closed | -$1.95M | – | 24 |
|
|
2022
Q4 | $1.95M | Sell |
14,707
-4,223
| -22% | -$560K | 2.82% | 13 |
|
|
2022
Q3 | $2.72M | Buy |
18,930
+1,200
| +7% | +$173K | 3.02% | 7 |
|
|
2022
Q2 | $2.93M | Sell |
17,730
-11,871
| -40% | -$1.96M | 3.47% | 8 |
|
|
2022
Q1 | $6.29M | Buy |
29,601
+1,777
| +6% | +$377K | 4.82% | 8 |
|
|
2021
Q4 | $7.07M | Buy |
27,824
+11,950
| +75% | +$3.04M | 4.91% | 9 |
|
|
2021
Q3 | $4.31M | Buy |
15,874
+2,079
| +15% | +$564K | 3.71% | 11 |
|
|
2021
Q2 | $3.37M | Sell |
13,795
-1,054
| -7% | -$257K | 3.09% | 12 |
|
|
2021
Q1 | $3.15M | Sell |
14,849
-5,907
| -28% | -$1.25M | 3.11% | 12 |
|
|
2020
Q4 | $4.62M | Buy |
+20,756
| New | +$4.62M | 4.63% | 9 |
|