Dogwood Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Sell |
57
-2,494
| -98% | -$682K | 0.01% | 206 |
|
|
2025
Q1 | $685K | Buy |
2,551
+303
| +13% | +$81.3K | 0.36% | 64 |
|
|
2024
Q4 | $752K | Buy |
+2,248
| New | +$752K | 0.4% | 41 |
|
|
2024
Q3 | – | Hold |
0
| – | -$31 | – | 196 |
|
|
2024
Q2 | – | Hold |
0
| – | -$34 | – | 243 |
|
|
2024
Q1 | – | Hold |
0
| – | -$47 | – | 242 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 215 |
|