Golden State Equity 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 | $6.14M | Buy |
22,528
+1,668
| +8% | +$455K | 1.14% | 13 |
|
|
2025
Q1 | $5.6M | Buy |
20,860
+78
| +0.4% | +$20.9K | 1.11% | 10 |
|
|
2024
Q4 | $6.95M | Buy |
20,782
+18,670
| +884% | +$6.24M | 1.33% | 10 |
|
|
2024
Q3 | $578K | Sell |
2,112
-20,026
| -90% | -$5.48M | 0.3% | 66 |
|
|
2024
Q2 | $5.69M | Buy |
+22,138
| New | +$5.69M | 1.19% | 11 |
|
|
2023
Q4 | $5.78M | Sell |
21,962
-203
| -0.9% | -$53.4K | 1.4% | 8 |
|
|
2023
Q3 | $4.49M | Buy |
22,165
+166
| +0.8% | +$33.7K | 1.25% | 14 |
|
|
2023
Q2 | $4.65M | Buy |
21,999
+20,621
| +1,496% | +$4.36M | 1.31% | 9 |
|
|
2023
Q1 | $275K | Buy |
+1,378
| New | +$275K | 0.15% | 161 |
|
|
2022
Q1 | $425K | Buy |
2,004
+668
| +50% | +$142K | 0.21% | 117 |
|
|
2021
Q4 | $340K | Sell |
1,336
-560
| -30% | -$143K | 0.17% | 113 |
|
|
2021
Q3 | $515K | Buy |
+1,896
| New | +$515K | 0.21% | 114 |
|