XY Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-48
| Closed | -$16K | – | 92 |
|
|
2024
Q4 | $16K | Buy |
+48
| New | +$16K | 0.01% | 78 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 51 |
|
|
2024
Q2 | – | Sell |
-1,993
| Closed | -$600K | – | 36 |
|
|
2024
Q1 | $600K | Buy |
+1,993
| New | +$600K | 0.27% | 25 |
|
|
2023
Q4 | – | Sell |
-1,196
| Closed | -$243K | – | 34 |
|
|
2023
Q3 | $243K | Buy |
1,196
+754
| +171% | +$153K | 0.14% | 33 |
|
|
2023
Q2 | $93.4K | Buy |
+442
| New | +$93.4K | 0.07% | 30 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 50 |
|