Ashton Thomas Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
18,334
+4,304
| +31% | +$1.18M | 0.18% | 132 |
|
|
2025
Q1 | $3.77M | Sell |
14,030
-1,356
| -9% | -$364K | 0.14% | 166 |
|
|
2024
Q4 | $5.15M | Sell |
15,386
-170
| -1% | -$56.9K | 0.2% | 127 |
|
|
2024
Q3 | $4.26M | Sell |
15,556
-335
| -2% | -$91.7K | 0.22% | 111 |
|
|
2024
Q2 | $4.09M | Buy |
15,891
+2,912
| +22% | +$749K | 0.22% | 113 |
|
|
2024
Q1 | $3.91M | Buy |
12,979
+3,704
| +40% | +$1.12M | 0.22% | 119 |
|
|
2023
Q4 | $2.44M | Buy |
9,275
+3,468
| +60% | +$913K | 0.15% | 172 |
|
|
2023
Q3 | $1.18M | Buy |
5,807
+1,474
| +34% | +$299K | 0.09% | 250 |
|
|
2023
Q2 | $915K | Buy |
4,333
+1,660
| +62% | +$351K | 0.07% | 286 |
|
|
2023
Q1 | $534K | Sell |
2,673
-87
| -3% | -$17.4K | 0.05% | 354 |
|
|
2022
Q4 | $366K | Buy |
2,760
+883
| +47% | +$117K | 0.04% | 372 |
|
|
2022
Q3 | $270K | Sell |
1,877
-1,745
| -48% | -$251K | 0.03% | 395 |
|
|
2022
Q2 | $598K | Sell |
3,622
-3,222
| -47% | -$532K | 0.06% | 282 |
|
|
2022
Q1 | $1.45M | Buy |
6,844
+800
| +13% | +$170K | 0.13% | 195 |
|
|
2021
Q4 | $1.54M | Buy |
6,044
+462
| +8% | +$117K | 0.15% | 170 |
|
|
2021
Q3 | $1.51M | Buy |
5,582
+425
| +8% | +$115K | 0.22% | 108 |
|
|
2021
Q2 | $1.26M | Sell |
5,157
-1,078
| -17% | -$263K | 0.19% | 130 |
|
|
2021
Q1 | $1.32M | Buy |
6,235
+161
| +3% | +$34.1K | 0.22% | 112 |
|
|
2020
Q4 | $1.35M | Buy |
6,074
+946
| +18% | +$211K | 0.26% | 108 |
|
|
2020
Q3 | $1.29M | Buy |
5,128
+1,252
| +32% | +$315K | 0.32% | 83 |
|
|
2020
Q2 | $726K | Buy |
+3,876
| New | +$726K | 0.22% | 127 |
|