FirstPurpose Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.12M | Sell |
3,746
-32
| -0.8% | -$9.59K | 0.41% | 39 |
|
|
2023
Q4 | $994K | Buy |
3,778
+65
| +2% | +$17.1K | 0.38% | 45 |
|
|
2023
Q3 | $753K | Buy |
3,713
+34
| +0.9% | +$6.9K | 0.33% | 55 |
|
|
2023
Q2 | $777K | Sell |
3,679
-766
| -17% | -$162K | 0.33% | 52 |
|
|
2023
Q1 | $888K | Buy |
4,445
+788
| +22% | +$157K | 0.44% | 43 |
|
|
2022
Q4 | $485K | Buy |
3,657
+410
| +13% | +$54.4K | 0.27% | 71 |
|
|
2022
Q3 | $467K | Buy |
3,247
+503
| +18% | +$72.3K | 0.31% | 61 |
|
|
2022
Q2 | $453K | Buy |
2,744
+226
| +9% | +$37.3K | 0.3% | 57 |
|
|
2022
Q1 | $535K | Buy |
2,518
+217
| +9% | +$46.1K | 0.42% | 50 |
|
|
2021
Q4 | $585K | Buy |
+2,301
| New | +$585K | 0.37% | 51 |
|