Forza 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 | $295K | Hold |
1,082
| – | – | 0.12% | 158 |
|
|
2025
Q1 | $290K | Hold |
1,082
| – | – | 0.13% | 152 |
|
|
2024
Q4 | $362K | Buy |
1,082
+94
| +10% | +$31.4K | 0.16% | 137 |
|
|
2024
Q3 | $270K | Sell |
988
-1
| -0.1% | -$274 | 0.12% | 157 |
|
|
2024
Q2 | $254K | Buy |
989
+64
| +7% | +$16.5K | 0.13% | 152 |
|
|
2024
Q1 | $279K | Hold |
925
| – | – | 0.14% | 146 |
|
|
2023
Q4 | $243K | Buy |
+925
| New | +$243K | 0.13% | 149 |
|
|
2023
Q3 | – | Sell |
-957
| Closed | -$202K | – | 181 |
|
|
2023
Q2 | $202K | Buy |
+957
| New | +$202K | 0.1% | 179 |
|