Bulltick 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 | $3.32M | Sell |
12,172
-180
| -1% | -$49.1K | 0.82% | 38 |
|
|
2025
Q1 | $3.31M | Buy |
12,352
+1,478
| +14% | +$397K | 0.88% | 36 |
|
|
2024
Q4 | $3.64M | Sell |
10,874
-6,733
| -38% | -$2.25M | 0.84% | 29 |
|
|
2024
Q3 | $4.83M | Sell |
17,607
-2,600
| -13% | -$713K | 1.17% | 25 |
|
|
2024
Q2 | $5.2M | Buy |
20,207
+12,434
| +160% | +$3.2M | 1.28% | 29 |
|
|
2024
Q1 | $2.34M | Hold |
7,773
| – | – | 0.4% | 49 |
|
|
2023
Q4 | $2.05M | Buy |
+7,773
| New | +$2.05M | 0.46% | 52 |
|
|
2023
Q1 | – | Sell |
-1,895
| Closed | -$251K | – | 132 |
|
|
2022
Q4 | $251K | Buy |
+1,895
| New | +$251K | 0.07% | 111 |
|
|
2022
Q2 | – | Sell |
-979
| Closed | -$208K | – | 131 |
|
|
2022
Q1 | $208K | Buy |
+979
| New | +$208K | 0.05% | 124 |
|
|
2021
Q2 | – | Sell |
-1,458
| Closed | -$309K | – | 141 |
|
|
2021
Q1 | $309K | Sell |
1,458
-24,843
| -94% | -$5.26M | 0.09% | 86 |
|
|
2020
Q4 | $5.85M | Buy |
+26,301
| New | +$5.85M | 1.72% | 26 |
|