Avidian Wealth Enterprises’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
2,225
-63
| -3% | -$17.2K | 0.02% | 290 |
|
|
2025
Q1 | $614K | Sell |
2,288
-244
| -10% | -$65.5K | 0.03% | 271 |
|
|
2024
Q4 | $846K | Buy |
2,532
+330
| +15% | +$110K | 0.04% | 212 |
|
|
2024
Q3 | $603K | Buy |
2,202
+673
| +44% | +$184K | 0.03% | 265 |
|
|
2024
Q2 | $393K | Buy |
1,529
+213
| +16% | +$54.7K | 0.02% | 323 |
|
|
2024
Q1 | $396K | Buy |
+1,316
| New | +$396K | 0.02% | 301 |
|
|
2023
Q4 | – | Sell |
-1,489
| Closed | -$302K | – | 418 |
|
|
2023
Q3 | $302K | Sell |
1,489
-39,026
| -96% | -$7.91M | 0.02% | 325 |
|
|
2023
Q2 | $8.56M | Buy |
40,515
+37,190
| +1,118% | +$7.86M | 0.56% | 40 |
|
|
2023
Q1 | $664K | Sell |
3,325
-458
| -12% | -$91.5K | 0.04% | 247 |
|
|
2022
Q4 | $502K | Buy |
3,783
+1,826
| +93% | +$242K | 0.03% | 276 |
|
|
2022
Q3 | $281K | Buy |
1,957
+231
| +13% | +$33.2K | 0.02% | 332 |
|
|
2022
Q2 | $285K | Sell |
1,726
-185
| -10% | -$30.5K | 0.02% | 362 |
|
|
2022
Q1 | $406K | Sell |
1,911
-2,331
| -55% | -$495K | 0.02% | 333 |
|
|
2021
Q4 | $1.08M | Buy |
4,242
+2,594
| +157% | +$659K | 0.07% | 172 |
|
|
2021
Q3 | $447K | Buy |
1,648
+93
| +6% | +$25.2K | 0.03% | 229 |
|
|
2021
Q2 | $380K | Buy |
1,555
+237
| +18% | +$57.9K | 0.03% | 265 |
|
|
2021
Q1 | $279K | Sell |
1,318
-148
| -10% | -$31.3K | 0.02% | 294 |
|
|
2020
Q4 | $326K | Buy |
1,466
+648
| +79% | +$144K | 0.03% | 243 |
|
|
2020
Q3 | $206K | Buy |
+818
| New | +$206K | 0.02% | 264 |
|