FOCUS Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
7,959
+69
| +0.9% | +$18.8K | 1.13% | 28 |
|
|
2025
Q1 | $2.12M | Sell |
7,890
-197
| -2% | -$52.9K | 1.17% | 27 |
|
|
2024
Q4 | $2.7M | Sell |
8,087
-121
| -1% | -$40.5K | 1.43% | 21 |
|
|
2024
Q3 | $2.25M | Sell |
8,208
-64
| -0.8% | -$17.5K | 1.12% | 24 |
|
|
2024
Q2 | $2.13M | Buy |
8,272
+804
| +11% | +$207K | 1.09% | 23 |
|
|
2024
Q1 | $2.25M | Buy |
7,468
+214
| +3% | +$64.5K | 1.2% | 21 |
|
|
2023
Q4 | $1.91M | Sell |
7,254
-57
| -0.8% | -$15K | 1.21% | 22 |
|
|
2023
Q3 | $1.48M | Sell |
7,311
-6
| -0.1% | -$1.22K | 1.03% | 27 |
|
|
2023
Q2 | $1.55M | Buy |
+7,317
| New | +$1.55M | 1.05% | 26 |
|
|
2021
Q1 | – | Sell |
-4,225
| Closed | -$940K | – | 37 |
|
|
2020
Q4 | $940K | Buy |
+4,225
| New | +$940K | 0.73% | 28 |
|