1900 Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
741
-339
| -31% | -$92.5K | 0.02% | 211 |
|
|
2025
Q1 | $290K | Buy |
1,080
+69
| +7% | +$18.5K | 0.02% | 188 |
|
|
2024
Q4 | $338K | Buy |
+1,011
| New | +$338K | 0.03% | 179 |
|
|
2024
Q2 | – | Sell |
-853
| Closed | -$257K | – | 223 |
|
|
2024
Q1 | $257K | Sell |
853
-116
| -12% | -$34.9K | 0.02% | 212 |
|
|
2023
Q4 | $255K | Buy |
+969
| New | +$255K | 0.02% | 261 |
|
|
2023
Q3 | – | Sell |
-1,037
| Closed | -$219K | – | 295 |
|
|
2023
Q2 | $219K | Buy |
+1,037
| New | +$219K | 0.02% | 229 |
|
|
2022
Q3 | – | Sell |
-1,274
| Closed | -$211K | – | 223 |
|
|
2022
Q2 | $211K | Buy |
1,274
+103
| +9% | +$17.1K | 0.02% | 213 |
|
|
2022
Q1 | $249K | Hold |
1,171
| – | – | 0.02% | 222 |
|
|
2021
Q4 | $298K | Buy |
1,171
+209
| +22% | +$53.2K | 0.03% | 199 |
|
|
2021
Q3 | $261K | Buy |
962
+41
| +4% | +$11.1K | 0.03% | 192 |
|
|
2021
Q2 | $225K | Buy |
+921
| New | +$225K | 0.02% | 202 |
|