Financial Perspectives’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.3K | Hold |
327
| – | – | 0.03% | 240 |
|
|
2025
Q1 | $87.8K | Hold |
327
| – | – | 0.03% | 223 |
|
|
2024
Q4 | $109K | Buy |
327
+104
| +47% | +$34.8K | 0.04% | 203 |
|
|
2024
Q3 | $61K | Hold |
223
| – | – | 0.02% | 264 |
|
|
2024
Q2 | $57.3K | Buy |
223
+148
| +197% | +$38.1K | 0.02% | 265 |
|
|
2024
Q1 | $22.6K | Sell |
75
-2
| -3% | -$602 | 0.01% | 366 |
|
|
2023
Q4 | $20.3K | Buy |
77
+2
| +3% | +$526 | 0.01% | 373 |
|
|
2023
Q3 | $15.2K | Hold |
75
| – | – | 0.01% | 391 |
|
|
2023
Q2 | $15.8K | Hold |
75
| – | – | 0.01% | 391 |
|
|
2023
Q1 | $15K | Hold |
75
| – | – | 0.01% | 400 |
|
|
2022
Q4 | $9.94K | Hold |
75
| – | – | 0.01% | 445 |
|
|
2022
Q3 | $10.8K | Hold |
75
| – | – | 0.01% | 427 |
|
|
2022
Q2 | $12.4K | Hold |
75
| – | – | 0.01% | 417 |
|
|
2022
Q1 | $15.9K | Buy |
75
+5
| +7% | +$1.06K | 0.01% | 402 |
|
|
2021
Q4 | $17.8K | Hold |
70
| – | – | 0.01% | 371 |
|
|
2021
Q3 | $19K | Buy |
+70
| New | +$19K | 0.01% | 359 |
|