Veery Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Sell
1,633
-29
-2% -$7.91K 0.15% 48
2025
Q1
$446K Buy
1,662
+187
+13% +$50.2K 0.17% 47
2024
Q4
$493K Buy
1,475
+64
+5% +$21.4K 0.19% 48
2024
Q3
$386K Buy
1,411
+30
+2% +$8.21K 0.14% 55
2024
Q2
$355K Buy
1,381
+7
+0.5% +$1.8K 0.14% 65
2024
Q1
$414K Hold
1,374
0.17% 61
2023
Q4
$362K Sell
1,374
-55
-4% -$14.5K 0.16% 65
2023
Q3
$290K Hold
1,429
0.14% 69
2023
Q2
$302K Buy
1,429
+95
+7% +$20.1K 0.14% 67
2023
Q1
$267K Buy
+1,334
New +$267K 0.14% 63
2022
Q3
Sell
-1,419
Closed -$234K 74
2022
Q2
$234K Sell
1,419
-261
-16% -$43K 0.14% 62
2022
Q1
$357K Buy
1,680
+237
+16% +$50.4K 0.2% 53
2021
Q4
$367K Sell
1,443
-254
-15% -$64.6K 0.19% 54
2021
Q3
$460K Buy
1,697
+366
+27% +$99.2K 0.26% 47
2021
Q2
$325K Sell
1,331
-2
-0.2% -$488 0.19% 56
2021
Q1
$282K Sell
1,333
-54
-4% -$11.4K 0.18% 59
2020
Q4
$309K Buy
+1,387
New +$309K 0.21% 56