Denver PWM’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-644
| Closed | -$215K | – | 107 |
|
|
2024
Q4 | $215K | Sell |
644
-25
| -4% | -$8.35K | 0.08% | 56 |
|
|
2024
Q3 | $183K | Buy |
669
+27
| +4% | +$7.39K | 0.07% | 61 |
|
|
2024
Q2 | $165K | Sell |
642
-4,033
| -86% | -$1.04M | 0.07% | 66 |
|
|
2024
Q1 | $1.38M | Sell |
4,675
-41
| -0.9% | -$12.1K | 0.53% | 30 |
|
|
2023
Q4 | $1.19M | Buy |
4,716
+162
| +4% | +$40.8K | 0.55% | 31 |
|
|
2023
Q3 | $925K | Hold |
4,554
| – | – | 0.39% | 45 |
|
|
2023
Q2 | $975K | Buy |
4,554
+4
| +0.1% | +$856 | 0.4% | 46 |
|
|
2023
Q1 | $898K | Sell |
4,550
-10
| -0.2% | -$1.97K | 0.4% | 48 |
|
|
2022
Q4 | $605K | Buy |
4,560
+200
| +5% | +$26.5K | 0.29% | 57 |
|
|
2022
Q3 | $645K | Hold |
4,360
| – | – | 0.36% | 54 |
|
|
2022
Q2 | $734K | Hold |
4,360
| – | – | 0.35% | 52 |
|
|
2022
Q1 | $925K | Sell |
4,360
-6
| -0.1% | -$1.27K | 0.37% | 53 |
|
|
2021
Q4 | $1.11M | Sell |
4,366
-547
| -11% | -$139K | 0.43% | 49 |
|
|
2021
Q3 | $1.33M | Hold |
4,913
| – | – | 0.55% | 42 |
|
|
2021
Q2 | $1.21M | Hold |
4,913
| – | – | 0.5% | 43 |
|
|
2021
Q1 | $1.24M | Hold |
4,913
| – | – | 0.72% | 31 |
|
|
2020
Q4 | $1.08M | Hold |
4,913
| – | – | 0.54% | 39 |
|
|
2020
Q3 | $1.24M | Sell |
4,913
-1,800
| -27% | -$452K | 0.72% | 31 |
|
|
2020
Q2 | $1.26M | Hold |
6,713
| – | – | 0.77% | 31 |
|
|
2020
Q1 | $913K | Buy |
6,713
+6
| +0.1% | +$816 | 0.67% | 33 |
|
|
2019
Q4 | $1.12M | Hold |
6,707
| – | – | 0.65% | 31 |
|
|
2019
Q3 | $998K | Hold |
6,707
| – | – | 0.6% | 30 |
|
|
2019
Q2 | $980K | Buy |
+6,707
| New | +$980K | 0.62% | 31 |
|