GM Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,811
+2,462
| +183% | +$671K | 0.05% | 142 |
|
|
2025
Q1 | $362K | Sell |
1,349
-44
| -3% | -$11.8K | 0.02% | 200 |
|
|
2024
Q4 | $466K | Buy |
1,393
+590
| +73% | +$197K | 0.03% | 175 |
|
|
2024
Q3 | $220K | Sell |
803
-79
| -9% | -$21.6K | 0.01% | 229 |
|
|
2024
Q2 | $227K | Buy |
+882
| New | +$227K | 0.01% | 210 |
|
|
2022
Q4 | – | Sell |
-4,208
| Closed | -$605K | – | 176 |
|
|
2022
Q3 | $605K | Sell |
4,208
-500
| -11% | -$71.9K | 0.08% | 99 |
|
|
2022
Q2 | $777K | Sell |
4,708
-3,803
| -45% | -$628K | 0.12% | 82 |
|
|
2022
Q1 | $1.81M | Buy |
8,511
+7,304
| +605% | +$1.55M | 0.21% | 63 |
|
|
2021
Q4 | $307K | Buy |
1,207
+141
| +13% | +$35.9K | 0.03% | 157 |
|
|
2021
Q3 | $289K | Buy |
1,066
+145
| +16% | +$39.3K | 0.03% | 166 |
|
|
2021
Q2 | $225K | Buy |
+921
| New | +$225K | 0.02% | 185 |
|
|
2021
Q1 | – | Sell |
-1,042
| Closed | -$232K | – | 199 |
|
|
2020
Q4 | $232K | Buy |
+1,042
| New | +$232K | 0.03% | 154 |
|