Abacus Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-831
| Closed | -$250K | – | 86 |
|
|
2024
Q1 | $250K | Buy |
+831
| New | +$250K | 0.04% | 77 |
|
|
2021
Q3 | – | Sell |
-2,138
| Closed | -$522K | – | 119 |
|
|
2021
Q2 | $522K | Buy |
+2,138
| New | +$522K | 0.2% | 39 |
|
|
2021
Q1 | – | Sell |
-929
| Closed | -$207K | – | 113 |
|
|
2020
Q4 | $207K | Buy |
+929
| New | +$207K | 0.18% | 89 |
|