BigSur Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
12,400
+700
| +6% | +$191K | 0.85% | 35 |
|
|
2025
Q1 | $3.14M | Buy |
11,700
+1,700
| +17% | +$456K | 0.85% | 32 |
|
|
2024
Q4 | $3.35M | Buy |
10,000
+50
| +0.5% | +$16.7K | 0.96% | 31 |
|
|
2024
Q3 | $2.73M | Buy |
9,950
+20
| +0.2% | +$5.48K | 0.75% | 40 |
|
|
2024
Q2 | $2.55M | Buy |
9,930
+650
| +7% | +$167K | 0.78% | 37 |
|
|
2024
Q1 | $2.8M | Buy |
9,280
+5,250
| +130% | +$1.58M | 0.88% | 34 |
|
|
2023
Q4 | $1.06M | Hold |
4,030
| – | – | 0.5% | 56 |
|
|
2023
Q3 | $817K | Buy |
4,030
+230
| +6% | +$46.6K | 0.41% | 66 |
|
|
2023
Q2 | $803K | Sell |
3,800
-600
| -14% | -$127K | 0.38% | 66 |
|
|
2023
Q1 | $879K | Sell |
4,400
-600
| -12% | -$120K | 0.41% | 65 |
|
|
2022
Q4 | $663K | Sell |
5,000
-600
| -11% | -$79.6K | 0.32% | 72 |
|
|
2022
Q3 | $806K | Hold |
5,600
| – | – | 0.41% | 60 |
|
|
2022
Q2 | $924K | Hold |
5,600
| – | – | 0.44% | 64 |
|
|
2022
Q1 | $1.19M | Hold |
5,600
| – | – | 0.46% | 58 |
|
|
2021
Q4 | $1.42M | Hold |
5,600
| – | – | 0.56% | 50 |
|
|
2021
Q3 | $1.52M | Buy |
5,600
+1,200
| +27% | +$326K | 0.68% | 43 |
|
|
2021
Q2 | $1.08M | Sell |
4,400
-1,650
| -27% | -$403K | 0.49% | 56 |
|
|
2021
Q1 | $1.28M | Buy |
6,050
+750
| +14% | +$159K | 0.66% | 44 |
|
|
2020
Q4 | $1.18M | Sell |
5,300
-200
| -4% | -$44.5K | 0.67% | 45 |
|
|
2020
Q3 | $1.38M | Buy |
5,500
+450
| +9% | +$113K | 0.88% | 32 |
|
|
2020
Q2 | $946K | Sell |
5,050
-150
| -3% | -$28.1K | 0.68% | 41 |
|
|
2020
Q1 | $749K | Hold |
5,200
| – | – | 0.56% | 45 |
|
|
2019
Q4 | $846K | Hold |
5,200
| – | – | 0.48% | 49 |
|
|
2019
Q3 | $772K | Hold |
5,200
| – | – | 0.52% | 46 |
|
|
2019
Q2 | $801K | Sell |
5,200
-1,400
| -21% | -$216K | 0.56% | 43 |
|
|
2019
Q1 | $1.05M | Sell |
6,600
-2,200
| -25% | -$348K | 0.69% | 36 |
|
|
2018
Q4 | $1.21M | Buy |
8,800
+750
| +9% | +$103K | 0.86% | 27 |
|
|
2018
Q3 | $1.28M | Buy |
+8,050
| New | +$1.28M | 0.8% | 28 |
|