Centerpoint Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15
| Closed | -$4K | – | 458 |
|
|
2024
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 401 |
|
|
2024
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 382 |
|
|
2024
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $4K | Sell |
15
-4
| -21% | -$1.07K | ﹤0.01% | 364 |
|
|
2023
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $4K | Buy |
19
+4
| +27% | +$842 | ﹤0.01% | 399 |
|
|
2022
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 395 |
|
|
2022
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 310 |
|
|
2022
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 319 |
|
|
2022
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 289 |
|
|
2021
Q3 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 232 |
|