Focused Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
966
-1,006
| -51% | -$274K | 0.03% | 136 |
|
|
2025
Q1 | $529K | Sell |
1,972
-22
| -1% | -$5.9K | 0.07% | 86 |
|
|
2024
Q4 | $667K | Buy |
1,994
+28
| +1% | +$9.36K | 0.09% | 73 |
|
|
2024
Q3 | $538K | Buy |
1,966
+83
| +4% | +$22.7K | 0.07% | 89 |
|
|
2024
Q2 | $484K | Buy |
1,883
+906
| +93% | +$233K | 0.07% | 83 |
|
|
2024
Q1 | $294K | Buy |
977
+120
| +14% | +$36.1K | 0.05% | 114 |
|
|
2023
Q4 | $226K | Hold |
857
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $174K | Hold |
857
| – | – | 0.03% | 140 |
|
|
2023
Q2 | $181K | Sell |
857
-100
| -10% | -$21.1K | 0.03% | 143 |
|
|
2023
Q1 | $191K | Buy |
957
+263
| +38% | +$52.5K | 0.04% | 144 |
|
|
2022
Q4 | $92K | Sell |
694
-156
| -18% | -$20.7K | 0.02% | 207 |
|
|
2022
Q3 | $122K | Hold |
850
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $140K | Sell |
850
-125
| -13% | -$20.6K | 0.03% | 158 |
|
|
2022
Q1 | $207K | Buy |
975
+155
| +19% | +$32.9K | 0.03% | 145 |
|
|
2021
Q4 | $208K | Sell |
820
-40
| -5% | -$10.1K | 0.03% | 168 |
|
|
2021
Q3 | $233K | Buy |
860
+61
| +8% | +$16.5K | 0.04% | 152 |
|
|
2021
Q2 | $195K | Sell |
799
-50
| -6% | -$12.2K | 0.03% | 169 |
|
|
2021
Q1 | $180K | Buy |
849
+139
| +20% | +$29.5K | 0.03% | 178 |
|
|
2020
Q4 | $158K | Buy |
710
+20
| +3% | +$4.45K | 0.03% | 174 |
|
|
2020
Q3 | $173K | Sell |
690
-10
| -1% | -$2.51K | 0.04% | 151 |
|
|
2020
Q2 | $131K | Hold |
700
| – | – | 0.03% | 183 |
|
|
2020
Q1 | $101K | Buy |
700
+100
| +17% | +$14.4K | 0.03% | 196 |
|
|
2019
Q4 | $98K | Hold |
600
| – | – | 0.02% | 253 |
|
|
2019
Q3 | $89K | Hold |
600
| – | – | 0.02% | 244 |
|
|
2019
Q2 | $91K | Hold |
600
| – | – | 0.02% | 253 |
|
|
2019
Q1 | $95K | Buy |
600
+540
| +900% | +$85.5K | 0.03% | 224 |
|
|
2018
Q4 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 466 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 692 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 679 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$28K | – | 673 |
|
|
2015
Q3 | $28K | Hold |
400
| – | – | 0.02% | 252 |
|
|
2015
Q2 | $28K | Buy |
+400
| New | +$28K | 0.02% | 267 |
|