Executive Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.41M | Sell |
10,192
-139
| -1% | -$46.5K | 0.27% | 97 |
|
|
2024
Q3 | $2.83M | Sell |
10,331
-136
| -1% | -$37.2K | 0.22% | 97 |
|
|
2024
Q2 | $2.69M | Sell |
10,467
-248
| -2% | -$63.8K | 0.49% | 43 |
|
|
2024
Q1 | $3.24M | Sell |
10,715
-1,600
| -13% | -$484K | 0.28% | 82 |
|
|
2023
Q4 | $3.24M | Buy |
12,315
+248
| +2% | +$65.3K | 0.31% | 74 |
|
|
2023
Q3 | $2.45M | Buy |
12,067
+273
| +2% | +$55.4K | 0.25% | 81 |
|
|
2023
Q2 | $2.49M | Sell |
11,794
-546
| -4% | -$115K | 0.26% | 77 |
|
|
2023
Q1 | $2.47M | Sell |
12,340
-326
| -3% | -$65.1K | 0.27% | 81 |
|
|
2022
Q4 | $1.68M | Buy |
12,666
+11,101
| +709% | +$1.47M | 0.21% | 87 |
|
|
2022
Q3 | $1.57K | Sell |
1,565
-9,563
| -86% | -$9.56K | 0.22% | 86 |
|
|
2022
Q2 | $1.84M | Sell |
11,128
-12,742
| -53% | -$2.1M | 0.25% | 81 |
|
|
2022
Q1 | $5.07M | Sell |
23,870
-609
| -2% | -$129K | 0.55% | 60 |
|
|
2021
Q4 | $6.22M | Buy |
24,479
+765
| +3% | +$194K | 0.62% | 54 |
|
|
2021
Q3 | $6.43M | Sell |
23,714
-702
| -3% | -$190K | 0.71% | 46 |
|
|
2021
Q2 | $5.96M | Buy |
24,416
+331
| +1% | +$80.9K | 0.65% | 52 |
|
|
2021
Q1 | $5.1M | Buy |
24,085
+3,387
| +16% | +$717K | 0.6% | 54 |
|
|
2020
Q4 | $4.61M | Buy |
20,698
+11,437
| +123% | +$2.55M | 0.57% | 53 |
|
|
2020
Q3 | $2.33M | Buy |
9,261
+1,593
| +21% | +$400K | 0.32% | 65 |
|
|
2020
Q2 | $1.44M | Buy |
7,668
+458
| +6% | +$85.8K | 0.22% | 69 |
|
|
2020
Q1 | $1.04M | Sell |
7,210
-1,063
| -13% | -$153K | 0.18% | 69 |
|
|
2019
Q4 | $1.35M | Sell |
8,273
-430
| -5% | -$69.9K | 0.18% | 80 |
|
|
2019
Q3 | $1.29M | Sell |
8,703
-966
| -10% | -$143K | 0.2% | 75 |
|
|
2019
Q2 | $1.47M | Buy |
9,669
+1,272
| +15% | +$193K | 0.21% | 80 |
|
|
2019
Q1 | $1.33M | Buy |
8,397
+3,796
| +83% | +$601K | 0.24% | 69 |
|
|
2018
Q4 | $630K | Buy |
+4,601
| New | +$630K | 0.11% | 92 |
|