1776 Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
6,656
+16
| +0.2% | +$4.36K | 0.75% | 25 |
|
|
2025
Q1 | $1.78M | Sell |
6,640
-26
| -0.4% | -$6.98K | 0.82% | 22 |
|
|
2024
Q4 | $2.23M | Hold |
6,666
| – | – | 1.02% | 23 |
|
|
2024
Q3 | $1.82M | Sell |
6,666
-198
| -3% | -$54.2K | 0.82% | 23 |
|
|
2024
Q2 | $1.76M | Buy |
6,864
+216
| +3% | +$55.5K | 0.79% | 25 |
|
|
2024
Q1 | $2M | Sell |
6,648
-33
| -0.5% | -$9.94K | 0.95% | 25 |
|
|
2023
Q4 | $1.76M | Hold |
6,681
| – | – | 0.87% | 24 |
|
|
2023
Q3 | $1.35M | Hold |
6,681
| – | – | 0.72% | 28 |
|
|
2023
Q2 | $1.41M | Buy |
6,681
+336
| +5% | +$71K | 0.74% | 25 |
|
|
2023
Q1 | $1.27M | Buy |
6,345
+755
| +14% | +$151K | 0.76% | 26 |
|
|
2022
Q4 | $741K | Sell |
5,590
-72
| -1% | -$9.54K | 0.53% | 35 |
|
|
2022
Q3 | $814K | Buy |
5,662
+500
| +10% | +$71.9K | 0.62% | 30 |
|
|
2022
Q2 | $852K | Buy |
5,162
+1,100
| +27% | +$182K | 0.6% | 32 |
|
|
2022
Q1 | $862K | Buy |
4,062
+2,099
| +107% | +$445K | 0.5% | 35 |
|
|
2021
Q4 | $499K | Buy |
1,963
+168
| +9% | +$42.7K | 0.27% | 70 |
|
|
2021
Q3 | $487K | Buy |
1,795
+272
| +18% | +$73.8K | 0.28% | 62 |
|
|
2021
Q2 | $372K | Buy |
1,523
+100
| +7% | +$24.4K | 0.21% | 77 |
|
|
2021
Q1 | $301K | Sell |
1,423
-35
| -2% | -$7.4K | 0.19% | 84 |
|
|
2020
Q4 | $324K | Buy |
1,458
+19
| +1% | +$4.22K | 0.2% | 79 |
|
|
2020
Q3 | $361K | Sell |
1,439
-4
| -0.3% | -$1K | 0.26% | 61 |
|
|
2020
Q2 | $270K | Buy |
1,443
+745
| +107% | +$139K | 0.19% | 83 |
|
|
2020
Q1 | $104K | Buy |
698
+448
| +179% | +$66.8K | 0.04% | 178 |
|
|
2019
Q4 | $40K | Buy |
+250
| New | +$40K | 0.03% | 197 |
|