Capital Wealth Planning’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,154
| Closed | -$1.41M | – | 157 |
|
|
2025
Q2 | $1.41M | Sell |
5,154
-1,283,851
| -100% | -$343M | 0.01% | 103 |
|
|
2025
Q1 | $346M | Buy |
+1,289,005
| New | +$401M | 3% | 20 |
|
|
2024
Q4 | – | Sell |
-3,726
| Closed | -$1.02M | – | 138 |
|
|
2024
Q3 | $1.02M | Sell |
3,726
-7,017
| -65% | -$1.8M | 0.01% | 92 |
|
|
2024
Q2 | $2.76M | Buy |
10,743
+312
| +3% | +$83.5K | 0.03% | 58 |
|
|
2024
Q1 | $3.14M | Sell |
10,431
-2,134
| -17% | -$616K | 0.03% | 48 |
|
|
2023
Q4 | $3.31M | Sell |
12,565
-4,107
| -25% | -$929K | 0.04% | 42 |
|
|
2023
Q3 | $3.38M | Sell |
16,672
-3,626
| -18% | -$783K | 0.04% | 35 |
|
|
2023
Q2 | $4.29M | Buy |
20,298
+7,541
| +59% | +$1.54M | 0.05% | 31 |
|
|
2023
Q1 | $2.55M | Sell |
12,757
-3,993
| -24% | -$674K | 0.03% | 33 |
|
|
2022
Q4 | $2.22M | Buy |
16,750
+58
| +0.3% | +$8.46K | 0.03% | 38 |
|
|
2022
Q3 | $2.4M | Buy |
+16,692
| New | +$2.83M | 0.04% | 33 |
|
|
2021
Q4 | – | Sell |
-788
| Closed | -$214K | – | 112 |
|
|
2021
Q3 | $214K | Sell |
788
-446
| -36% | -$113K | 0.01% | 105 |
|
|
2021
Q2 | $301K | Sell |
1,234
-9
| -0.7% | -$2.07K | 0.01% | 100 |
|
|
2021
Q1 | $263K | Buy |
1,243
+594
| +92% | +$132K | 0.01% | 106 |
|
|
2020
Q4 | $147K | Buy |
+649
| New | +$158K | 0.01% | 107 |
|
|
2020
Q2 | – | Sell |
-2,221
| Closed | -$320K | – | 127 |
|
|
2020
Q1 | $320K | Buy |
2,221
+1
| +0% | +$171 | 0.02% | 161 |
|
|
2019
Q4 | $361K | Hold |
2,220
| – | – | 0.02% | 137 |
|
|
2019
Q3 | $329K | Buy |
2,220
+39
| +2% | +$5.93K | 0.02% | 177 |
|
|
2019
Q2 | $331K | Buy |
+2,181
| New | +$342K | 0.02% | 168 |
|
Other funds holding CRM
