VELA Investment 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 | $1.28M | Hold |
4,692
| – | – | 0.35% | 83 |
|
|
2025
Q1 | $1.26M | Sell |
4,692
-36
| -0.8% | -$9.66K | 0.39% | 77 |
|
|
2024
Q4 | $1.58M | Sell |
4,728
-1,377
| -23% | -$460K | 0.44% | 68 |
|
|
2024
Q3 | $1.67M | Buy |
6,105
+40
| +0.7% | +$10.9K | 0.52% | 61 |
|
|
2024
Q2 | $1.56M | Buy |
6,065
+846
| +16% | +$218K | 0.48% | 62 |
|
|
2024
Q1 | $1.57M | Buy |
5,219
+36
| +0.7% | +$10.8K | 0.53% | 57 |
|
|
2023
Q4 | $1.36M | Buy |
5,183
+143
| +3% | +$37.6K | 0.52% | 58 |
|
|
2023
Q3 | $1.02M | Hold |
5,040
| – | – | 0.45% | 75 |
|
|
2023
Q2 | $1.06M | Hold |
5,040
| – | – | 0.49% | 77 |
|
|
2023
Q1 | $1.01M | Buy |
5,040
+283
| +6% | +$56.5K | 0.46% | 76 |
|
|
2022
Q4 | $631K | Buy |
4,757
+506
| +12% | +$67.1K | 0.31% | 94 |
|
|
2022
Q3 | $611K | Buy |
4,251
+699
| +20% | +$100K | 0.35% | 87 |
|
|
2022
Q2 | $586K | Buy |
+3,552
| New | +$586K | 0.34% | 82 |
|