Vicus Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,014
| Closed | -$518K | – | 243 |
|
|
2024
Q2 | $518K | Buy |
2,014
+167
| +9% | +$42.9K | 0.05% | 153 |
|
|
2024
Q1 | $556K | Buy |
+1,847
| New | +$556K | 0.05% | 144 |
|
|
2023
Q4 | – | Sell |
-2,575
| Closed | -$522K | – | 219 |
|
|
2023
Q3 | $522K | Buy |
2,575
+1,558
| +153% | +$316K | 0.05% | 142 |
|
|
2023
Q2 | $215K | Buy |
+1,017
| New | +$215K | 0.02% | 204 |
|
|
2022
Q2 | – | Sell |
-946
| Closed | -$201K | – | 223 |
|
|
2022
Q1 | $201K | Buy |
+946
| New | +$201K | 0.02% | 222 |
|
|
2021
Q2 | – | Sell |
-1,745
| Closed | -$370K | – | 173 |
|
|
2021
Q1 | $370K | Buy |
1,745
+195
| +13% | +$41.3K | 0.04% | 168 |
|
|
2020
Q4 | $345K | Buy |
1,550
+154
| +11% | +$34.3K | 0.04% | 166 |
|
|
2020
Q3 | $351K | Buy |
1,396
+155
| +12% | +$39K | 0.05% | 151 |
|
|
2020
Q2 | $232K | Buy |
+1,241
| New | +$232K | 0.04% | 182 |
|