Avion 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 | $28K | Sell |
105
-91
| -46% | -$24.3K | 0.01% | 262 |
|
|
2025
Q1 | $65K | Hold |
196
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $65K | Buy |
196
+101
| +106% | +$33.5K | 0.02% | 167 |
|
|
2024
Q3 | $26K | Sell |
95
-1
| -1% | -$274 | 0.01% | 228 |
|
|
2024
Q2 | $24K | Buy |
96
+33
| +52% | +$8.25K | 0.01% | 223 |
|
|
2024
Q1 | $19K | Buy |
63
+11
| +21% | +$3.32K | 0.01% | 224 |
|
|
2023
Q4 | $14K | Sell |
52
-7
| -12% | -$1.89K | ﹤0.01% | 241 |
|
|
2023
Q3 | $11K | Buy |
59
+13
| +28% | +$2.42K | ﹤0.01% | 254 |
|
|
2023
Q2 | $9K | Buy |
46
+39
| +557% | +$7.63K | ﹤0.01% | 297 |
|
|
2023
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 404 |
|
|
2022
Q3 | $1K | Sell |
7
-50
| -88% | -$7.14K | ﹤0.01% | 429 |
|
|
2022
Q2 | $9K | Buy |
+57
| New | +$9K | ﹤0.01% | 267 |
|
|
2021
Q1 | – | Sell |
-391
| Closed | -$87K | – | 355 |
|
|
2020
Q4 | $87K | Buy |
+391
| New | +$87K | 0.03% | 85 |
|