Waterloo 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 | $1.3M | Buy |
4,753
+783
| +20% | +$214K | 0.1% | 163 |
|
|
2025
Q1 | $1.07M | Sell |
3,970
-1
| -0% | -$268 | 0.1% | 174 |
|
|
2024
Q4 | $1.33M | Buy |
3,971
+2,009
| +102% | +$672K | 0.14% | 147 |
|
|
2024
Q3 | $537K | Buy |
1,962
+429
| +28% | +$117K | 0.06% | 225 |
|
|
2024
Q2 | $394K | Buy |
1,533
+457
| +42% | +$118K | 0.05% | 252 |
|
|
2024
Q1 | $324K | Sell |
1,076
-223
| -17% | -$67.2K | 0.04% | 279 |
|
|
2023
Q4 | $342K | Buy |
+1,299
| New | +$342K | 0.06% | 272 |
|
|
2023
Q2 | – | Sell |
-2,153
| Closed | -$430K | – | 217 |
|
|
2023
Q1 | $430K | Buy |
+2,153
| New | +$430K | 0.13% | 95 |
|