Destiny Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
947
-10,674
| -92% | -$2.91M | 0.03% | 167 |
|
|
2025
Q1 | $3.12M | Buy |
11,621
+568
| +5% | +$152K | 0.49% | 58 |
|
|
2024
Q4 | $3.7M | Sell |
11,053
-151
| -1% | -$50.5K | 0.6% | 53 |
|
|
2024
Q3 | $3.07M | Sell |
11,204
-1,165
| -9% | -$319K | 0.54% | 53 |
|
|
2024
Q2 | $3.18M | Buy |
+12,369
| New | +$3.18M | 0.57% | 55 |
|
|
2023
Q1 | – | Sell |
-249
| Closed | -$33K | – | 273 |
|
|
2022
Q4 | $33K | Buy |
249
+38
| +18% | +$5.04K | 0.01% | 340 |
|
|
2022
Q3 | $30K | Sell |
211
-61
| -22% | -$8.67K | 0.01% | 317 |
|
|
2022
Q2 | $45K | Sell |
272
-215
| -44% | -$35.6K | 0.01% | 287 |
|
|
2022
Q1 | $103K | Hold |
487
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $124K | Hold |
487
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $132K | Buy |
+487
| New | +$132K | 0.03% | 198 |
|
|
2021
Q2 | – | Sell |
-537
| Closed | -$114K | – | 244 |
|
|
2021
Q1 | $114K | Buy |
537
+21
| +4% | +$4.46K | 0.02% | 200 |
|
|
2020
Q4 | $115K | Buy |
+516
| New | +$115K | 0.02% | 235 |
|