Chemistry Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
4,831
-180
| -4% | -$49.1K | 0.28% | 62 |
|
|
2025
Q1 | $1.34M | Sell |
5,011
-44
| -0.9% | -$11.8K | 0.31% | 52 |
|
|
2024
Q4 | $1.69M | Buy |
5,055
+103
| +2% | +$34.4K | 0.4% | 39 |
|
|
2024
Q3 | $1.36M | Buy |
4,952
+2
| +0% | +$547 | 0.32% | 53 |
|
|
2024
Q2 | $1.27M | Buy |
4,950
+24
| +0.5% | +$6.17K | 0.33% | 49 |
|
|
2024
Q1 | $1.48M | Buy |
4,926
+670
| +16% | +$202K | 0.4% | 44 |
|
|
2023
Q4 | $1.12M | Buy |
4,256
+20
| +0.5% | +$5.26K | 0.34% | 50 |
|
|
2023
Q3 | $859K | Hold |
4,236
| – | – | 0.28% | 57 |
|
|
2023
Q2 | $895K | Buy |
4,236
+96
| +2% | +$20.3K | 0.29% | 56 |
|
|
2023
Q1 | $827K | Buy |
4,140
+888
| +27% | +$177K | 0.29% | 59 |
|
|
2022
Q4 | $431K | Buy |
+3,252
| New | +$431K | 0.17% | 90 |
|