Cornerstone 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 | $1.22M | Buy |
4,476
+265
| +6% | +$72.3K | 0.07% | 225 |
|
|
2025
Q1 | $1.13M | Buy |
4,211
+370
| +10% | +$99.3K | 0.08% | 218 |
|
|
2024
Q4 | $1.28M | Sell |
3,841
-437
| -10% | -$146K | 0.09% | 190 |
|
|
2024
Q3 | $1.17M | Sell |
4,278
-302
| -7% | -$82.7K | 0.08% | 191 |
|
|
2024
Q2 | $1.18M | Sell |
4,580
-22
| -0.5% | -$5.66K | 0.09% | 178 |
|
|
2024
Q1 | $1.39M | Sell |
4,602
-111
| -2% | -$33.4K | 0.11% | 161 |
|
|
2023
Q4 | $1.24M | Sell |
4,713
-58
| -1% | -$15.3K | 0.11% | 167 |
|
|
2023
Q3 | $967K | Buy |
4,771
+25
| +0.5% | +$5.07K | 0.09% | 185 |
|
|
2023
Q2 | $1M | Buy |
4,746
+441
| +10% | +$93.2K | 0.09% | 183 |
|
|
2023
Q1 | $860K | Buy |
+4,305
| New | +$860K | 0.08% | 196 |
|
|
2022
Q3 | $479K | Buy |
3,330
+156
| +5% | +$22.4K | 0.05% | 263 |
|
|
2022
Q2 | $524K | Buy |
3,174
+167
| +6% | +$27.6K | 0.06% | 248 |
|
|
2022
Q1 | $638K | Sell |
3,007
-157
| -5% | -$33.3K | 0.06% | 237 |
|
|
2021
Q4 | $802K | Sell |
3,164
-11
| -0.3% | -$2.79K | 0.08% | 212 |
|
|
2021
Q3 | $861K | Buy |
3,175
+230
| +8% | +$62.4K | 0.09% | 200 |
|
|
2021
Q2 | $719K | Buy |
2,945
+191
| +7% | +$46.6K | 0.08% | 227 |
|
|
2021
Q1 | $583K | Buy |
2,754
+493
| +22% | +$104K | 0.07% | 249 |
|
|
2020
Q4 | $503K | Buy |
2,261
+331
| +17% | +$73.6K | 0.06% | 247 |
|
|
2020
Q3 | $485K | Sell |
1,930
-22
| -1% | -$5.53K | 0.07% | 222 |
|
|
2020
Q2 | $366K | Sell |
1,952
-73
| -4% | -$13.7K | 0.06% | 252 |
|
|
2020
Q1 | $292K | Sell |
2,025
-42
| -2% | -$6.06K | 0.06% | 261 |
|
|
2019
Q4 | $336K | Buy |
2,067
+378
| +22% | +$61.4K | 0.05% | 252 |
|
|
2019
Q3 | $251K | Sell |
1,689
-88
| -5% | -$13.1K | 0.04% | 294 |
|
|
2019
Q2 | $274K | Sell |
1,777
-1,259
| -41% | -$194K | 0.05% | 294 |
|
|
2019
Q1 | $673K | Buy |
+3,036
| New | +$673K | 0.08% | 238 |
|
|
2018
Q4 | – | Sell |
-75,667
| Closed | -$786K | – | 489 |
|
|
2018
Q3 | $786K | Sell |
75,667
-112,651
| -60% | -$1.17M | 0.01% | 776 |
|
|
2018
Q2 | $1.34M | Buy |
+188,318
| New | +$1.34M | 0.02% | 662 |
|