Y-Intercept (HK)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
52,419
+25,738
| +96% | +$7.02M | 0.35% | 27 |
|
|
2025
Q1 | $7.16M | Buy |
26,681
+8,526
| +47% | +$2.29M | 0.49% | 21 |
|
|
2024
Q4 | $6.07M | Buy |
+18,155
| New | +$6.07M | 0.4% | 30 |
|
|
2024
Q2 | – | Sell |
-5,370
| Closed | -$1.62M | – | 1479 |
|
|
2024
Q1 | $1.62M | Buy |
+5,370
| New | +$1.62M | 0.12% | 216 |
|
|
2023
Q4 | – | Sell |
-15,666
| Closed | -$3.18M | – | 1288 |
|
|
2023
Q3 | $3.18M | Buy |
15,666
+9,995
| +176% | +$2.03M | 0.31% | 54 |
|
|
2023
Q2 | $1.2M | Buy |
+5,671
| New | +$1.2M | 0.13% | 233 |
|
|
2022
Q4 | – | Sell |
-17,086
| Closed | -$2.46M | – | 1050 |
|
|
2022
Q3 | $2.46M | Buy |
17,086
+10,547
| +161% | +$1.52M | 0.25% | 108 |
|
|
2022
Q2 | $1.08M | Buy |
+6,539
| New | +$1.08M | 0.14% | 207 |
|
|
2021
Q4 | – | Sell |
-2,278
| Closed | -$618K | – | 617 |
|
|
2021
Q3 | $618K | Sell |
2,278
-6,271
| -73% | -$1.7M | 0.11% | 284 |
|
|
2021
Q2 | $2.09M | Buy |
+8,549
| New | +$2.09M | 0.53% | 21 |
|