Consilium Wealth Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,675
-84
| -2% | -$22.9K | 0.42% | 40 |
|
|
2025
Q1 | $1.01M | Buy |
3,759
+90
| +2% | +$24.2K | 0.51% | 40 |
|
|
2024
Q4 | $1.23M | Sell |
3,669
-24
| -0.6% | -$8.03K | 0.59% | 37 |
|
|
2024
Q3 | $1.01M | Buy |
3,693
+733
| +25% | +$201K | 0.55% | 36 |
|
|
2024
Q2 | $761K | Sell |
2,960
-1,249
| -30% | -$321K | 0.42% | 44 |
|
|
2024
Q1 | $1.27M | Buy |
4,209
+231
| +6% | +$69.6K | 0.71% | 31 |
|
|
2023
Q4 | $1.05M | Buy |
3,978
+295
| +8% | +$77.6K | 0.63% | 28 |
|
|
2023
Q3 | $747K | Buy |
3,683
+314
| +9% | +$63.7K | 0.52% | 36 |
|
|
2023
Q2 | $712K | Buy |
3,369
+616
| +22% | +$130K | 0.49% | 39 |
|
|
2023
Q1 | $550K | Sell |
2,753
-67
| -2% | -$13.4K | 0.47% | 43 |
|
|
2022
Q4 | $374K | Sell |
2,820
-1,280
| -31% | -$170K | 0.32% | 59 |
|
|
2022
Q3 | $590K | Buy |
4,100
+803
| +24% | +$116K | 0.66% | 36 |
|
|
2022
Q2 | $544K | Sell |
3,297
-423
| -11% | -$69.8K | 0.59% | 46 |
|
|
2022
Q1 | $790K | Sell |
3,720
-775
| -17% | -$165K | 0.57% | 41 |
|
|
2021
Q4 | $1.14M | Buy |
+4,495
| New | +$1.14M | 0.74% | 29 |
|