626 Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
5,421
+685
| +14% | +$187K | 0.69% | 24 |
|
|
2025
Q1 | $1.27M | Buy |
4,736
+2,651
| +127% | +$711K | 0.65% | 26 |
|
|
2024
Q4 | $697K | Hold |
2,085
| – | – | 0.38% | 49 |
|
|
2024
Q3 | $571K | Sell |
2,085
-229
| -10% | -$62.7K | 0.32% | 52 |
|
|
2024
Q2 | $595K | Buy |
2,314
+1
| +0% | +$257 | 0.34% | 51 |
|
|
2024
Q1 | $697K | Sell |
2,313
-345
| -13% | -$104K | 0.42% | 47 |
|
|
2023
Q4 | $699K | Sell |
2,658
-1,561
| -37% | -$411K | 0.46% | 43 |
|
|
2023
Q3 | $856K | Hold |
4,219
| – | – | 0.58% | 36 |
|
|
2023
Q2 | $891K | Sell |
4,219
-72
| -2% | -$15.2K | 0.57% | 35 |
|
|
2023
Q1 | $857K | Buy |
4,291
+2,659
| +163% | +$531K | 0.57% | 36 |
|
|
2022
Q4 | $216K | Buy |
+1,632
| New | +$216K | 0.15% | 95 |
|