Carson Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
2,169
+22
| +1% | +$6K | 0.38% | 68 |
|
|
2025
Q1 | $576K | Buy |
2,147
+121
| +6% | +$32.5K | 0.39% | 68 |
|
|
2024
Q4 | $677K | Buy |
2,026
+70
| +4% | +$23.4K | 0.47% | 61 |
|
|
2024
Q3 | $535K | Buy |
1,956
+18
| +0.9% | +$4.93K | 0.34% | 79 |
|
|
2024
Q2 | $498K | Buy |
1,938
+936
| +93% | +$241K | 0.35% | 79 |
|
|
2024
Q1 | $302K | Buy |
1,002
+10
| +1% | +$3.01K | 0.21% | 118 |
|
|
2023
Q4 | $261K | Sell |
992
-111
| -10% | -$29.2K | 0.2% | 124 |
|
|
2023
Q3 | $224K | Buy |
1,103
+21
| +2% | +$4.26K | 0.2% | 135 |
|
|
2023
Q2 | $229K | Buy |
+1,082
| New | +$229K | 0.19% | 133 |
|