FSC 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 | – | Sell |
-179
| Closed | -$48K | – | 107 |
|
|
2025
Q1 | $48K | Buy |
179
+1
| +0.6% | +$268 | 0.03% | 113 |
|
|
2024
Q4 | $59.5K | Buy |
+178
| New | +$59.5K | 0.04% | 109 |
|
|
2024
Q3 | – | Sell |
-68
| Closed | -$17.5K | – | 295 |
|
|
2024
Q2 | $17.5K | Hold |
68
| – | – | 0.01% | 164 |
|
|
2024
Q1 | $20.5K | Hold |
68
| – | – | 0.01% | 152 |
|
|
2023
Q4 | $17.9K | Sell |
68
-250
| -79% | -$65.8K | 0.01% | 159 |
|
|
2023
Q3 | $64.5K | Hold |
318
| – | – | 0.07% | 64 |
|
|
2023
Q2 | $67.2K | Buy |
318
+25
| +9% | +$5.28K | 0.06% | 61 |
|
|
2023
Q1 | $58.5K | Buy |
293
+225
| +331% | +$45K | 0.09% | 51 |
|
|
2022
Q4 | $9.02K | Sell |
68
-77
| -53% | -$10.2K | 0.02% | 117 |
|
|
2022
Q3 | $21K | Hold |
145
| – | – | 0.2% | 76 |
|
|
2022
Q2 | $24K | Hold |
145
| – | – | 0.21% | 74 |
|
|
2022
Q1 | $31K | Buy |
145
+135
| +1,350% | +$28.9K | 0.03% | 81 |
|
|
2021
Q4 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 153 |
|