Aurora 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 | $265K | Sell |
973
-3
| -0.3% | -$817 | 0.2% | 130 |
|
|
2025
Q1 | $262K | Buy |
976
+5
| +0.5% | +$1.34K | 0.21% | 115 |
|
|
2024
Q4 | $325K | Sell |
971
-59
| -6% | -$19.7K | 0.24% | 105 |
|
|
2024
Q3 | $282K | Sell |
1,030
-200
| -16% | -$54.8K | 0.22% | 112 |
|
|
2024
Q2 | $316K | Buy |
+1,230
| New | +$316K | 0.28% | 95 |
|