Collective Family Office’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
1,044
+66
| +7% | +$18K | 0.07% | 138 |
|
|
2025
Q1 | $262K | Sell |
978
-80
| -8% | -$21.5K | 0.07% | 144 |
|
|
2024
Q4 | $354K | Sell |
1,058
-19
| -2% | -$6.35K | 0.1% | 129 |
|
|
2024
Q3 | $295K | Sell |
1,077
-36
| -3% | -$9.85K | 0.08% | 149 |
|
|
2024
Q2 | $286K | Sell |
1,113
-102
| -8% | -$26.2K | 0.08% | 148 |
|
|
2024
Q1 | $366K | Sell |
1,215
-46
| -4% | -$13.9K | 0.12% | 132 |
|
|
2023
Q4 | $332K | Buy |
1,261
+7
| +0.6% | +$1.84K | 0.12% | 124 |
|
|
2023
Q3 | $254K | Sell |
1,254
-833
| -40% | -$169K | 0.1% | 147 |
|
|
2023
Q2 | $441K | Sell |
2,087
-14
| -0.7% | -$2.96K | 0.17% | 114 |
|
|
2023
Q1 | $420K | Sell |
2,101
-23
| -1% | -$4.6K | 0.17% | 110 |
|
|
2022
Q4 | $282K | Sell |
2,124
-11
| -0.5% | -$1.46K | 0.13% | 136 |
|
|
2022
Q3 | $307K | Buy |
+2,135
| New | +$307K | 0.15% | 130 |
|
|
2022
Q1 | – | Sell |
-908
| Closed | -$231K | – | 190 |
|
|
2021
Q4 | $231K | Buy |
+908
| New | +$231K | 0.09% | 171 |
|
|
2021
Q1 | – | Sell |
-1,306
| Closed | -$291K | – | 168 |
|
|
2020
Q4 | $291K | Buy |
+1,306
| New | +$291K | 0.16% | 132 |
|