Carr Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
3,912
| – | – | 0.31% | 60 |
|
|
2025
Q1 | $1.05M | Sell |
3,912
-435
| -10% | -$117K | 0.34% | 58 |
|
|
2024
Q4 | $1.45M | Sell |
4,347
-475
| -10% | -$159K | 0.45% | 44 |
|
|
2024
Q3 | $1.32M | Sell |
4,822
-291
| -6% | -$79.7K | 0.39% | 52 |
|
|
2024
Q2 | $1.31M | Sell |
5,113
-857
| -14% | -$220K | 0.42% | 43 |
|
|
2024
Q1 | $1.8M | Buy |
5,970
+397
| +7% | +$120K | 0.6% | 36 |
|
|
2023
Q4 | $1.47M | Hold |
5,573
| – | – | 0.54% | 34 |
|
|
2023
Q3 | $1.16M | Buy |
5,573
+8
| +0.1% | +$1.66K | 0.46% | 40 |
|
|
2023
Q2 | $1.18M | Sell |
5,565
-525
| -9% | -$111K | 0.47% | 39 |
|
|
2023
Q1 | $1.22M | Sell |
6,090
-57
| -0.9% | -$11.4K | 0.54% | 35 |
|
|
2022
Q4 | $815K | Buy |
+6,147
| New | +$815K | 0.43% | 48 |
|