Carson Wealth (CWM LLC)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
100,739
+9,338
| +10% | +$2.55M | 0.1% | 179 |
|
|
2025
Q1 | $24.5M | Buy |
91,401
+11,493
| +14% | +$3.08M | 0.1% | 191 |
|
|
2024
Q4 | $26.7M | Buy |
79,908
+2,768
| +4% | +$925K | 0.11% | 164 |
|
|
2024
Q3 | $21.1M | Buy |
77,140
+4,744
| +7% | +$1.3M | 0.09% | 201 |
|
|
2024
Q2 | $18.6M | Buy |
72,396
+10,317
| +17% | +$2.65M | 0.09% | 211 |
|
|
2024
Q1 | $18.7M | Buy |
62,079
+11,560
| +23% | +$3.48M | 0.09% | 205 |
|
|
2023
Q4 | $13.3M | Buy |
50,519
+8,535
| +20% | +$2.25M | 0.07% | 236 |
|
|
2023
Q3 | $8.51M | Sell |
41,984
-66,549
| -61% | -$13.5M | 0.05% | 261 |
|
|
2023
Q2 | $22.9M | Buy |
108,533
+2,187
| +2% | +$462K | 0.14% | 140 |
|
|
2023
Q1 | $21.2M | Buy |
106,346
+9,578
| +10% | +$1.91M | 0.14% | 141 |
|
|
2022
Q4 | $12.8M | Sell |
96,768
-15,133
| -14% | -$2.01M | 0.09% | 175 |
|
|
2022
Q3 | $16.1M | Sell |
111,901
-3,474
| -3% | -$500K | 0.13% | 147 |
|
|
2022
Q2 | $19M | Sell |
115,375
-5,098
| -4% | -$841K | 0.15% | 133 |
|
|
2022
Q1 | $25.6M | Buy |
120,473
+11,222
| +10% | +$2.38M | 0.18% | 111 |
|
|
2021
Q4 | $27.8M | Buy |
+109,251
| New | +$27.8M | 0.2% | 107 |
|
|
2021
Q2 | $23.7M | Hold |
97,048
| – | – | 0.19% | 110 |
|
|
2021
Q1 | $23.7M | Hold |
97,048
| – | – | 0.19% | 110 |
|
|
2020
Q4 | $23.7M | Hold |
97,048
| – | – | 0.19% | 110 |
|
|
2020
Q3 | $23.7M | Hold |
97,048
| – | – | 0.19% | 110 |
|
|
2020
Q2 | $23.7M | Hold |
97,048
| – | – | 0.19% | 110 |
|
|
2020
Q1 | $23.7M | Hold |
97,048
| – | – | 0.19% | 110 |
|
|
2019
Q4 | $23.7M | Hold |
97,048
| – | – | 0.19% | 110 |
|
|
2019
Q3 | $23.7M | Hold |
97,048
| – | – | 0.19% | 110 |
|
|
2019
Q2 | $23.7M | Hold |
97,048
| – | – | 0.19% | 110 |
|
|
2019
Q1 | $23.7M | Buy |
97,048
+95,641
| +6,798% | +$23.4M | 0.19% | 110 |
|
|
2018
Q4 | $193K | Buy |
1,407
+233
| +20% | +$32K | ﹤0.01% | 603 |
|
|
2018
Q3 | $187K | Sell |
1,174
-144
| -11% | -$22.9K | ﹤0.01% | 523 |
|
|
2018
Q2 | $180K | Buy |
1,318
+645
| +96% | +$88.1K | 0.01% | 435 |
|
|
2018
Q1 | $78K | Buy |
673
+40
| +6% | +$4.64K | ﹤0.01% | 481 |
|
|
2017
Q4 | $65K | Buy |
633
+16
| +3% | +$1.64K | ﹤0.01% | 484 |
|
|
2017
Q3 | $58K | Buy |
617
+348
| +129% | +$32.7K | ﹤0.01% | 489 |
|
|
2017
Q2 | $23K | Buy |
269
+20
| +8% | +$1.71K | ﹤0.01% | 612 |
|
|
2017
Q1 | $21K | Sell |
249
-401
| -62% | -$33.8K | ﹤0.01% | 588 |
|
|
2016
Q4 | $44K | Sell |
650
-140
| -18% | -$9.48K | ﹤0.01% | 462 |
|
|
2016
Q3 | $56K | Buy |
+790
| New | +$56K | ﹤0.01% | 404 |
|
|
2014
Q1 | – | Sell |
-277
| Closed | -$15K | – | 212 |
|
|
2013
Q4 | $15K | Buy |
277
+10
| +4% | +$542 | ﹤0.01% | 367 |
|
|
2013
Q3 | $14K | Buy |
+267
| New | +$14K | ﹤0.01% | 298 |
|