Abound Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
750
-12
| -2% | -$3.27K | 0.06% | 77 |
|
|
2025
Q1 | $204K | Sell |
762
-34
| -4% | -$9.12K | 0.07% | 68 |
|
|
2024
Q4 | $266K | Sell |
796
-8
| -1% | -$2.68K | 0.09% | 55 |
|
|
2024
Q3 | $220K | Buy |
804
+219
| +37% | +$60K | 0.07% | 61 |
|
|
2024
Q2 | $150K | Sell |
585
-2
| -0.3% | -$514 | 0.06% | 67 |
|
|
2024
Q1 | $177K | Buy |
587
+33
| +6% | +$9.94K | 0.07% | 65 |
|
|
2023
Q4 | $146K | Buy |
554
+8
| +1% | +$2.11K | 0.06% | 70 |
|
|
2023
Q3 | $111K | Buy |
546
+9
| +2% | +$1.83K | 0.05% | 71 |
|
|
2023
Q2 | $113K | Sell |
537
-32
| -6% | -$6.76K | 0.05% | 72 |
|
|
2023
Q1 | $114K | Buy |
569
+58
| +11% | +$11.6K | 0.05% | 69 |
|
|
2022
Q4 | $67.8K | Buy |
511
+32
| +7% | +$4.24K | 0.03% | 88 |
|
|
2022
Q3 | $68.9K | Buy |
+479
| New | +$68.9K | 0.04% | 86 |
|