Connecticut 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 | $988K | Buy |
3,622
+3
| +0.1% | +$818 | 0.05% | 149 |
|
|
2025
Q1 | $971K | Buy |
3,619
+4
| +0.1% | +$1.07K | 0.05% | 150 |
|
|
2024
Q4 | $1.21M | Buy |
3,615
+1,644
| +83% | +$550K | 0.06% | 117 |
|
|
2024
Q3 | $539K | Sell |
1,971
-22
| -1% | -$6.02K | 0.03% | 210 |
|
|
2024
Q2 | $512K | Buy |
1,993
+74
| +4% | +$19K | 0.03% | 209 |
|
|
2024
Q1 | $578K | Sell |
1,919
-25
| -1% | -$7.53K | 0.03% | 202 |
|
|
2023
Q4 | $512K | Buy |
1,944
+21
| +1% | +$5.53K | 0.03% | 209 |
|
|
2023
Q3 | $390K | Buy |
1,923
+6
| +0.3% | +$1.22K | 0.03% | 197 |
|
|
2023
Q2 | $405K | Buy |
+1,917
| New | +$405K | 0.03% | 170 |
|
|
2022
Q4 | – | Sell |
-1,499
| Closed | -$216K | – | 207 |
|
|
2022
Q3 | $216K | Buy |
1,499
+276
| +23% | +$39.8K | 0.02% | 182 |
|
|
2022
Q2 | $202K | Buy |
1,223
+206
| +20% | +$34K | 0.02% | 182 |
|
|
2022
Q1 | $216K | Sell |
1,017
-403
| -28% | -$85.6K | 0.02% | 182 |
|
|
2021
Q4 | $361K | Sell |
1,420
-213
| -13% | -$54.2K | 0.03% | 144 |
|
|
2021
Q3 | $443K | Buy |
1,633
+255
| +19% | +$69.2K | 0.04% | 125 |
|
|
2021
Q2 | $337K | Sell |
1,378
-562
| -29% | -$137K | 0.03% | 139 |
|
|
2021
Q1 | $411K | Buy |
1,940
+187
| +11% | +$39.6K | 0.04% | 109 |
|
|
2020
Q4 | $390K | Hold |
1,753
| – | – | 0.04% | 132 |
|
|
2020
Q3 | $441K | Buy |
+1,753
| New | +$441K | 0.05% | 133 |
|