EW
Element Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
1,071
+21
| +2% | +$5.72K | 0.13% | 131 |
|
|
2025
Q1 | $282K | Sell |
1,050
-64
| -6% | -$17.2K | 0.15% | 119 |
|
|
2024
Q4 | $372K | Buy |
1,114
+2
| +0.2% | +$668 | 0.19% | 89 |
|
|
2024
Q3 | $304K | Sell |
1,112
-25
| -2% | -$6.84K | 0.16% | 115 |
|
|
2024
Q2 | $292K | Buy |
1,137
+5
| +0.4% | +$1.29K | 0.16% | 110 |
|
|
2024
Q1 | $341K | Sell |
1,132
-27
| -2% | -$8.13K | 0.2% | 95 |
|
|
2023
Q4 | $305K | Sell |
1,159
-57
| -5% | -$15K | 0.19% | 96 |
|
|
2023
Q3 | $247K | Sell |
1,216
-44
| -3% | -$8.92K | 0.18% | 102 |
|
|
2023
Q2 | $266K | Hold |
1,260
| – | – | 0.19% | 97 |
|
|
2023
Q1 | $252K | Buy |
+1,260
| New | +$252K | 0.19% | 97 |
|