CWS
Confluence Wealth Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
5,392
+19
| +0.4% | +$5.18K | 0.08% | 124 |
|
|
2025
Q1 | $1.35M | Buy |
5,373
+3,227
| +150% | +$808K | 0.08% | 120 |
|
|
2024
Q4 | $718K | Sell |
2,146
-8
| -0.4% | -$2.68K | 0.05% | 187 |
|
|
2024
Q3 | $589K | Sell |
2,154
-358
| -14% | -$98K | 0.04% | 201 |
|
|
2024
Q2 | $646K | Buy |
2,512
+408
| +19% | +$105K | 0.05% | 197 |
|
|
2024
Q1 | $634K | Buy |
2,104
+169
| +9% | +$50.9K | 0.06% | 183 |
|
|
2023
Q4 | $509K | Sell |
1,935
-273
| -12% | -$71.8K | 0.06% | 186 |
|
|
2023
Q3 | $448K | Buy |
2,208
+344
| +18% | +$69.8K | 0.09% | 169 |
|
|
2023
Q2 | $394K | Sell |
1,864
-103
| -5% | -$21.8K | 0.08% | 187 |
|
|
2023
Q1 | $393K | Buy |
+1,967
| New | +$393K | 0.09% | 164 |
|
|
2022
Q4 | – | Sell |
-1,553
| Closed | -$223K | – | 237 |
|
|
2022
Q3 | $223K | Sell |
1,553
-295
| -16% | -$42.4K | 0.09% | 205 |
|
|
2022
Q2 | $345K | Buy |
1,848
+368
| +25% | +$68.7K | 0.15% | 183 |
|
|
2022
Q1 | $314K | Buy |
1,480
+57
| +4% | +$12.1K | 0.11% | 184 |
|
|
2021
Q4 | $361K | Buy |
+1,423
| New | +$361K | 0.12% | 170 |
|