Destination Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
1,109
-88
| -7% | -$24K | 0.01% | 211 |
|
|
2025
Q1 | $321K | Sell |
1,197
-40
| -3% | -$10.7K | 0.01% | 199 |
|
|
2024
Q4 | $414K | Buy |
1,237
+351
| +40% | +$117K | 0.01% | 174 |
|
|
2024
Q3 | $243K | Sell |
886
-70
| -7% | -$19.2K | 0.01% | 208 |
|
|
2024
Q2 | $246K | Buy |
956
+163
| +21% | +$41.9K | 0.01% | 183 |
|
|
2024
Q1 | $239K | Buy |
+793
| New | +$239K | 0.01% | 191 |
|
|
2019
Q3 | – | Sell |
-1,185
| Closed | -$180K | – | 212 |
|
|
2019
Q2 | $180K | Buy |
1,185
+553
| +88% | +$84K | 0.01% | 144 |
|
|
2019
Q1 | $100K | Sell |
632
-37
| -6% | -$5.85K | 0.01% | 188 |
|
|
2018
Q4 | $92K | Buy |
669
+100
| +18% | +$13.8K | 0.01% | 188 |
|
|
2018
Q3 | $90K | Buy |
569
+150
| +36% | +$23.7K | 0.01% | 212 |
|
|
2018
Q2 | $57K | Sell |
419
-280
| -40% | -$38.1K | ﹤0.01% | 246 |
|
|
2018
Q1 | $81K | Buy |
+699
| New | +$81K | ﹤0.01% | 206 |
|