Valley Brook 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
Q2 | $1.36M | Buy |
4,969
+260
| +6% | +$70.9K | 1.01% | 27 |
|
|
2025
Q1 | $1.26M | Sell |
4,709
-25
| -0.5% | -$6.71K | 0.99% | 31 |
|
|
2024
Q4 | $1.58M | Sell |
4,734
-45
| -0.9% | -$15K | 1.18% | 23 |
|
|
2024
Q3 | $1.31M | Buy |
4,779
+105
| +2% | +$28.7K | 0.94% | 32 |
|
|
2024
Q2 | $1.2M | Buy |
4,674
+320
| +7% | +$82.3K | 0.94% | 33 |
|
|
2024
Q1 | $1.31M | Buy |
4,354
+300
| +7% | +$90.4K | 1.05% | 31 |
|
|
2023
Q4 | $1.07M | Buy |
4,054
+195
| +5% | +$51.3K | 0.93% | 35 |
|
|
2023
Q3 | $783K | Buy |
3,859
+100
| +3% | +$20.3K | 0.77% | 41 |
|
|
2023
Q2 | $794K | Sell |
3,759
-40
| -1% | -$8.45K | 0.73% | 45 |
|
|
2023
Q1 | $759K | Buy |
3,799
+104
| +3% | +$20.8K | 0.7% | 48 |
|
|
2022
Q4 | $490K | Sell |
3,695
-25
| -0.7% | -$3.32K | 0.47% | 59 |
|
|
2022
Q3 | $535K | Hold |
3,720
| – | – | 0.58% | 49 |
|
|
2022
Q2 | $613K | Sell |
3,720
-344
| -8% | -$56.7K | 0.63% | 47 |
|
|
2022
Q1 | $862K | Buy |
4,064
+420
| +12% | +$89.1K | 0.74% | 43 |
|
|
2021
Q4 | $926K | Buy |
3,644
+307
| +9% | +$78K | 0.8% | 35 |
|
|
2021
Q3 | $905K | Buy |
3,337
+39
| +1% | +$10.6K | 0.9% | 31 |
|
|
2021
Q2 | $805K | Buy |
3,298
+1,359
| +70% | +$332K | 0.77% | 39 |
|
|
2021
Q1 | $417K | Buy |
1,939
+1,089
| +128% | +$234K | 0.38% | 62 |
|
|
2020
Q4 | $189K | Buy |
+850
| New | +$189K | 0.19% | 106 |
|