Evergreen Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
395
+11
| +3% | +$3K | 0.05% | 91 |
|
|
2025
Q1 | $103K | Sell |
384
-75
| -16% | -$20.1K | 0.05% | 95 |
|
|
2024
Q4 | $153K | Hold |
459
| – | – | 0.07% | 82 |
|
|
2024
Q3 | $126K | Hold |
459
| – | – | 0.06% | 92 |
|
|
2024
Q2 | $118K | Hold |
459
| – | – | 0.06% | 93 |
|
|
2024
Q1 | $138K | Hold |
459
| – | – | 0.07% | 88 |
|
|
2023
Q4 | $121K | Buy |
+459
| New | +$121K | 0.07% | 85 |
|