Garden State Investment Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Buy |
3,495
+135
| +4% | +$36.9K | 0.24% | 81 |
|
|
2025
Q1 | $903K | Buy |
3,360
+34
| +1% | +$9.14K | 0.29% | 75 |
|
|
2024
Q4 | $1.11M | Buy |
3,326
+52
| +2% | +$17.4K | 0.33% | 61 |
|
|
2024
Q3 | $898K | Buy |
3,274
+717
| +28% | +$197K | 0.29% | 72 |
|
|
2024
Q2 | $658K | Buy |
2,557
+216
| +9% | +$55.6K | 0.23% | 87 |
|
|
2024
Q1 | $707K | Sell |
2,341
-266
| -10% | -$80.3K | 0.26% | 83 |
|
|
2023
Q4 | $686K | Buy |
2,607
+99
| +4% | +$26.1K | 0.27% | 82 |
|
|
2023
Q3 | $509K | Buy |
2,508
+212
| +9% | +$43K | 0.23% | 90 |
|
|
2023
Q2 | $485K | Buy |
2,296
+47
| +2% | +$9.93K | 0.19% | 97 |
|
|
2023
Q1 | $449K | Buy |
2,249
+41
| +2% | +$8.19K | 0.19% | 97 |
|
|
2022
Q4 | $293K | Buy |
+2,208
| New | +$293K | 0.17% | 131 |
|