FWG Holdings’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
1,454
+145
| +11% | +$36.6K | 0.17% | 86 |
|
|
2025
Q1 | $350K | Buy |
+1,309
| New | +$350K | 0.17% | 85 |
|
|
2022
Q2 | – | Sell |
-1,114
| Closed | -$237K | – | 88 |
|
|
2022
Q1 | $237K | Sell |
1,114
-286
| -20% | -$60.8K | 0.18% | 82 |
|
|
2021
Q4 | $311K | Buy |
1,400
+36
| +3% | +$8K | 0.23% | 68 |
|
|
2021
Q3 | $370K | Buy |
+1,364
| New | +$370K | 0.32% | 54 |
|