Delap 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 | $350K | Hold |
1,285
| – | – | 0.17% | 58 |
|
|
2025
Q1 | $345K | Sell |
1,285
-51
| -4% | -$13.7K | 0.19% | 56 |
|
|
2024
Q4 | $447K | Buy |
1,336
+35
| +3% | +$11.7K | 0.27% | 42 |
|
|
2024
Q3 | $356K | Buy |
+1,301
| New | +$356K | 0.23% | 41 |
|
|
2024
Q2 | – | Sell |
-2,637
| Closed | -$794K | – | 162 |
|
|
2024
Q1 | $794K | Buy |
2,637
+1,563
| +146% | +$471K | 0.32% | 48 |
|
|
2023
Q4 | $283K | Buy |
+1,074
| New | +$283K | 0.13% | 71 |
|