BIP 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 | $580K | Sell |
2,128
-24
| -1% | -$6.55K | 0.04% | 144 |
|
|
2025
Q1 | $577K | Sell |
2,152
-459
| -18% | -$123K | 0.04% | 136 |
|
|
2024
Q4 | $873K | Sell |
2,611
-2
| -0.1% | -$669 | 0.06% | 110 |
|
|
2024
Q3 | $715K | Buy |
2,613
+20
| +0.8% | +$5.47K | 0.05% | 112 |
|
|
2024
Q2 | $667K | Buy |
2,593
+78
| +3% | +$20.1K | 0.05% | 100 |
|
|
2024
Q1 | $757K | Buy |
2,515
+1,188
| +90% | +$358K | 0.06% | 99 |
|
|
2023
Q4 | $349K | Sell |
1,327
-113
| -8% | -$29.7K | 0.03% | 139 |
|
|
2023
Q3 | $292K | Buy |
1,440
+388
| +37% | +$78.7K | 0.03% | 139 |
|
|
2023
Q2 | $222K | Buy |
+1,052
| New | +$222K | 0.02% | 170 |
|