Argonautica Private 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 | $488K | Sell |
1,790
-1
| -0.1% | -$273 | 0.15% | 118 |
|
|
2025
Q1 | $481K | Sell |
1,791
-14
| -0.8% | -$3.76K | 0.17% | 112 |
|
|
2024
Q4 | $603K | Sell |
1,805
-5
| -0.3% | -$1.67K | 0.19% | 98 |
|
|
2024
Q3 | $495K | Buy |
1,810
+28
| +2% | +$7.66K | 0.16% | 116 |
|
|
2024
Q2 | $458K | Buy |
1,782
+9
| +0.5% | +$2.31K | 0.16% | 121 |
|
|
2024
Q1 | $534K | Buy |
1,773
+9
| +0.5% | +$2.71K | 0.19% | 103 |
|
|
2023
Q4 | $464K | Hold |
1,764
| – | – | 0.19% | 101 |
|
|
2023
Q3 | $358K | Buy |
1,764
+242
| +16% | +$49.1K | 0.16% | 124 |
|
|
2023
Q2 | $322K | Sell |
1,522
-14
| -0.9% | -$2.96K | 0.14% | 131 |
|
|
2023
Q1 | $307K | Hold |
1,536
| – | – | 0.15% | 110 |
|
|
2022
Q4 | $204K | Buy |
+1,536
| New | +$204K | 0.1% | 154 |
|