Balboa Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
1,286
-199
| -13% | -$54.3K | 0.07% | 219 |
|
|
2025
Q1 | $399K | Sell |
1,485
-248
| -14% | -$66.6K | 0.1% | 153 |
|
|
2024
Q4 | $579K | Buy |
1,733
+410
| +31% | +$137K | 0.13% | 124 |
|
|
2024
Q3 | $362K | Sell |
1,323
-1,239
| -48% | -$339K | 0.09% | 172 |
|
|
2024
Q2 | $659K | Buy |
2,562
+1,044
| +69% | +$268K | 0.17% | 105 |
|
|
2024
Q1 | $457K | Buy |
1,518
+137
| +10% | +$41.3K | 0.13% | 125 |
|
|
2023
Q4 | $363K | Buy |
1,381
+174
| +14% | +$45.8K | 0.12% | 138 |
|
|
2023
Q3 | $245K | Sell |
1,207
-482
| -29% | -$97.7K | 0.09% | 186 |
|
|
2023
Q2 | $357K | Buy |
1,689
+594
| +54% | +$125K | 0.12% | 144 |
|
|
2023
Q1 | $219K | Buy |
+1,095
| New | +$219K | 0.08% | 209 |
|