Greenup Street Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-703
| Closed | -$235K | – | 104 |
|
|
2024
Q4 | $235K | Sell |
703
-6,521
| -90% | -$2.18M | 0.05% | 91 |
|
|
2024
Q3 | $1.98M | Buy |
+7,224
| New | +$1.98M | 0.41% | 46 |
|
|
2024
Q1 | – | Sell |
-2,976
| Closed | -$783K | – | 82 |
|
|
2023
Q4 | $783K | Sell |
2,976
-195
| -6% | -$51.3K | 0.22% | 57 |
|
|
2023
Q3 | $643K | Buy |
+3,171
| New | +$643K | 0.21% | 58 |
|