Beverly Hills 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 | $468K | Buy |
1,716
+39
| +2% | +$10.6K | 0.09% | 183 |
|
|
2025
Q1 | $450K | Buy |
1,677
+93
| +6% | +$25K | 0.09% | 189 |
|
|
2024
Q4 | $530K | Sell |
1,584
-65
| -4% | -$21.7K | 0.11% | 164 |
|
|
2024
Q3 | $451K | Sell |
1,649
-47
| -3% | -$12.9K | 0.09% | 202 |
|
|
2024
Q2 | $436K | Buy |
1,696
+726
| +75% | +$187K | 0.09% | 201 |
|
|
2024
Q1 | $292K | Sell |
970
-14
| -1% | -$4.22K | 0.07% | 286 |
|
|
2023
Q4 | $259K | Sell |
984
-134
| -12% | -$35.3K | 0.07% | 276 |
|
|
2023
Q3 | $227K | Sell |
1,118
-625
| -36% | -$127K | 0.07% | 261 |
|
|
2023
Q2 | $374K | Buy |
+1,743
| New | +$374K | 0.06% | 266 |
|