1620 Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9K | Sell |
109
-1
| -0.9% | -$274 | 0.02% | 355 |
|
|
2025
Q1 | $29.4K | Sell |
110
-58
| -35% | -$15.5K | 0.02% | 348 |
|
|
2024
Q4 | $56.1K | Sell |
168
-2
| -1% | -$667 | 0.04% | 291 |
|
|
2024
Q3 | $46.4K | Buy |
170
+11
| +7% | +$3.01K | 0.03% | 313 |
|
|
2024
Q2 | $40.9K | Buy |
+159
| New | +$40.9K | 0.03% | 323 |
|