CreativeOne 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 | $3.42M | Buy |
12,551
+1,160
| +10% | +$316K | 0.09% | 210 |
|
|
2025
Q1 | $3.06M | Buy |
11,391
+2,400
| +27% | +$644K | 0.09% | 210 |
|
|
2024
Q4 | $3.01M | Sell |
8,991
-944
| -10% | -$316K | 0.09% | 203 |
|
|
2024
Q3 | $2.72M | Buy |
9,935
+2,664
| +37% | +$729K | 0.09% | 213 |
|
|
2024
Q2 | $1.87M | Sell |
7,271
-249
| -3% | -$64K | 0.09% | 201 |
|
|
2024
Q1 | $2.27M | Buy |
7,520
+4,840
| +181% | +$1.46M | 0.09% | 210 |
|
|
2023
Q4 | $705K | Buy |
2,680
+166
| +7% | +$43.7K | 0.05% | 308 |
|
|
2023
Q3 | $510K | Sell |
2,514
-4,149
| -62% | -$842K | 0.04% | 335 |
|
|
2023
Q2 | $1.41M | Sell |
6,663
-1,416
| -18% | -$299K | 0.07% | 268 |
|
|
2023
Q1 | $1.61M | Buy |
8,079
+1,434
| +22% | +$286K | 0.08% | 224 |
|
|
2022
Q4 | $881K | Sell |
6,645
-328
| -5% | -$43.5K | 0.05% | 305 |
|
|
2022
Q3 | $1M | Buy |
6,973
+601
| +9% | +$86.4K | 0.06% | 257 |
|
|
2022
Q2 | $1.05M | Sell |
6,372
-2,064
| -24% | -$341K | 0.06% | 251 |
|
|
2022
Q1 | $1.79M | Buy |
8,436
+2,628
| +45% | +$558K | 0.09% | 181 |
|
|
2021
Q4 | $1.48M | Buy |
5,808
+1,101
| +23% | +$280K | 0.07% | 230 |
|
|
2021
Q3 | $1.28M | Buy |
4,707
+439
| +10% | +$119K | 0.08% | 230 |
|
|
2021
Q2 | $1.04M | Sell |
4,268
-3,548
| -45% | -$866K | 0.06% | 248 |
|
|
2021
Q1 | $1.66M | Buy |
7,816
+383
| +5% | +$81.1K | 0.13% | 148 |
|
|
2020
Q4 | $1.65M | Buy |
7,433
+5,564
| +298% | +$1.24M | 0.14% | 119 |
|
|
2020
Q3 | $469K | Buy |
+1,869
| New | +$469K | 0.07% | 172 |
|