Gen-Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
4,525
+351
| +8% | +$95.7K | 0.48% | 54 |
|
|
2025
Q1 | $1.12M | Buy |
4,174
+348
| +9% | +$93.4K | 0.47% | 54 |
|
|
2024
Q4 | $1.28M | Sell |
3,826
-114
| -3% | -$38.1K | 0.55% | 45 |
|
|
2024
Q3 | $1.17M | Buy |
3,940
+47
| +1% | +$13.9K | 0.51% | 41 |
|
|
2024
Q2 | $1M | Buy |
3,893
+208
| +6% | +$53.5K | 0.48% | 48 |
|
|
2024
Q1 | $1.11M | Buy |
+3,685
| New | +$1.11M | 0.55% | 45 |
|