Cove Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
8,391
+1,409
| +20% | +$384K | 0.81% | 26 |
|
|
2025
Q1 | $1.87M | Buy |
6,982
+270
| +4% | +$72.5K | 0.99% | 26 |
|
|
2024
Q4 | $2.24M | Buy |
6,712
+2,487
| +59% | +$831K | 1.35% | 18 |
|
|
2024
Q3 | $1.16M | Hold |
4,225
| – | – | 0.9% | 34 |
|
|
2024
Q2 | $1.09M | Hold |
4,225
| – | – | 0.87% | 36 |
|
|
2024
Q1 | $1.27M | Hold |
4,225
| – | – | 1.09% | 29 |
|
|
2023
Q4 | $1.11M | Buy |
+4,225
| New | +$1.11M | 1.05% | 33 |
|