Alterna 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
Q1 | – | Sell |
-697
| Closed | -$233K | – | 111 |
|
|
2024
Q4 | $233K | Buy |
+697
| New | +$233K | 0.2% | 84 |
|
|
2024
Q2 | – | Sell |
-698
| Closed | -$210K | – | 108 |
|
|
2024
Q1 | $210K | Buy |
+698
| New | +$210K | 0.17% | 90 |
|
|
2022
Q1 | – | Sell |
-1,068
| Closed | -$271K | – | 126 |
|
|
2021
Q4 | $271K | Buy |
+1,068
| New | +$271K | 0.23% | 69 |
|
|
2019
Q1 | – | Sell |
-6,181
| Closed | -$535K | – | 158 |
|
|
2018
Q4 | $535K | Buy |
+6,181
| New | +$535K | 0.09% | 161 |
|