Austin 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 | $699K | Sell |
2,562
-469
| -15% | -$128K | 0.06% | 139 |
|
|
2025
Q1 | $813K | Buy |
3,031
+84
| +3% | +$22.5K | 0.07% | 117 |
|
|
2024
Q4 | $985K | Buy |
2,947
+271
| +10% | +$90.6K | 0.09% | 85 |
|
|
2024
Q3 | $732K | Sell |
2,676
-11
| -0.4% | -$3.01K | 0.07% | 100 |
|
|
2024
Q2 | $691K | Sell |
2,687
-104
| -4% | -$26.7K | 0.07% | 96 |
|
|
2024
Q1 | $851K | Buy |
2,791
+655
| +31% | +$200K | 0.1% | 81 |
|
|
2023
Q4 | $562K | Buy |
2,136
+32
| +2% | +$8.42K | 0.07% | 94 |
|
|
2023
Q3 | $427K | Buy |
2,104
+138
| +7% | +$28K | 0.06% | 99 |
|
|
2023
Q2 | $415K | Sell |
1,966
-170
| -8% | -$35.9K | 0.06% | 105 |
|
|
2023
Q1 | $427K | Buy |
2,136
+263
| +14% | +$52.5K | 0.07% | 96 |
|
|
2022
Q4 | $248K | Sell |
1,873
-62
| -3% | -$8.22K | 0.04% | 130 |
|
|
2022
Q3 | $278K | Buy |
1,935
+222
| +13% | +$31.9K | 0.06% | 97 |
|
|
2022
Q2 | $283K | Sell |
1,713
-14
| -0.8% | -$2.31K | 0.06% | 101 |
|
|
2022
Q1 | $367K | Buy |
1,727
+44
| +3% | +$9.35K | 0.07% | 85 |
|
|
2021
Q4 | $428K | Buy |
1,683
+711
| +73% | +$181K | 0.09% | 77 |
|
|
2021
Q3 | $264K | Buy |
972
+105
| +12% | +$28.5K | 0.06% | 103 |
|
|
2021
Q2 | $212K | Buy |
+867
| New | +$212K | 0.05% | 116 |
|
|
2020
Q4 | – | Sell |
-834
| Closed | -$210K | – | 112 |
|
|
2020
Q3 | $210K | Sell |
834
-255
| -23% | -$64.2K | 0.08% | 88 |
|
|
2020
Q2 | $204K | Buy |
+1,089
| New | +$204K | 0.09% | 84 |
|