BlackDiamond 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 | $423K | Buy |
1,555
+244
| +19% | +$66.3K | 0.24% | 78 |
|
|
2025
Q1 | $361K | Sell |
1,311
-35
| -3% | -$9.64K | 0.24% | 75 |
|
|
2024
Q4 | $450K | Buy |
1,346
+172
| +15% | +$57.5K | 0.26% | 83 |
|
|
2024
Q3 | $401K | Buy |
1,174
+119
| +11% | +$40.6K | 0.24% | 95 |
|
|
2024
Q2 | $263K | Buy |
1,055
+66
| +7% | +$16.4K | 0.17% | 117 |
|
|
2024
Q1 | $298K | Buy |
989
+59
| +6% | +$17.8K | 0.21% | 107 |
|
|
2023
Q4 | $268K | Buy |
+930
| New | +$268K | 0.2% | 107 |
|