Conscious Wealth Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
12,343
+38
| +0.3% | +$10.2K | 2.11% | 25 |
|
|
2025
Q1 | $3.39M | Buy |
12,305
+2,197
| +22% | +$605K | 2.35% | 22 |
|
|
2024
Q4 | $3.28M | Buy |
10,108
+62
| +0.6% | +$20.1K | 2.22% | 22 |
|
|
2024
Q3 | $2.86M | Buy |
10,046
+54
| +0.5% | +$15.4K | 1.97% | 31 |
|
|
2024
Q2 | $2.56M | Buy |
9,992
+81
| +0.8% | +$20.7K | 1.84% | 31 |
|
|
2024
Q1 | $2.75M | Buy |
9,911
+15
| +0.2% | +$4.16K | 2.09% | 23 |
|
|
2023
Q4 | $2.76M | Buy |
+9,896
| New | +$2.76M | 2.2% | 16 |
|