Evoke 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 | $1.84M | Buy |
6,738
+1,116
| +20% | +$305K | 0.04% | 156 |
|
|
2025
Q1 | $1.51M | Buy |
5,622
+153
| +3% | +$41.1K | 0.04% | 160 |
|
|
2024
Q4 | $1.83M | Buy |
5,469
+617
| +13% | +$207K | 0.05% | 132 |
|
|
2024
Q3 | $1.33M | Buy |
+4,852
| New | +$1.33M | 0.04% | 164 |
|
|
2024
Q2 | – | Sell |
-5,262
| Closed | -$1.59M | – | 160 |
|
|
2024
Q1 | $1.59M | Buy |
+5,262
| New | +$1.59M | 0.05% | 135 |
|
|
2023
Q4 | – | Sell |
-3,716
| Closed | -$754K | – | 146 |
|
|
2023
Q3 | $754K | Buy |
3,716
+474
| +15% | +$96.1K | 0.03% | 199 |
|
|
2023
Q2 | $685K | Sell |
3,242
-43,421
| -93% | -$9.17M | 0.02% | 193 |
|
|
2023
Q1 | $542K | Buy |
46,663
+14,817
| +47% | +$172K | 0.02% | 208 |
|
|
2022
Q4 | $384K | Buy |
31,846
+28,395
| +823% | +$342K | 0.01% | 248 |
|
|
2022
Q3 | $465K | Buy |
3,451
+53
| +2% | +$7.14K | 0.02% | 215 |
|
|
2022
Q2 | $561K | Sell |
3,398
-1,565
| -32% | -$258K | 0.02% | 206 |
|
|
2022
Q1 | $1.05M | Sell |
4,963
-78
| -2% | -$16.6K | 0.03% | 171 |
|
|
2021
Q4 | $1.23M | Buy |
5,041
+200
| +4% | +$48.6K | 0.04% | 160 |
|
|
2021
Q3 | $1.25M | Buy |
4,841
+269
| +6% | +$69.6K | 0.05% | 153 |
|
|
2021
Q2 | $1.06M | Buy |
4,572
+271
| +6% | +$63K | 0.04% | 166 |
|
|
2021
Q1 | $911K | Buy |
4,301
+1,593
| +59% | +$337K | 0.04% | 161 |
|
|
2020
Q4 | $603K | Buy |
2,708
+623
| +30% | +$139K | 0.04% | 132 |
|
|
2020
Q3 | $524K | Sell |
2,085
-2
| -0.1% | -$503 | 0.04% | 130 |
|
|
2020
Q2 | $391K | Sell |
2,087
-1,031
| -33% | -$193K | 0.04% | 133 |
|
|
2020
Q1 | $449K | Sell |
3,118
-11,999
| -79% | -$1.73M | 0.06% | 106 |
|
|
2019
Q4 | $2.46M | Buy |
15,117
+10
| +0.1% | +$1.63K | 0.31% | 34 |
|
|
2019
Q3 | $2.24M | Buy |
+15,107
| New | +$2.24M | 0.28% | 50 |
|