Greenwich 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
Q2 | $657K | Sell |
2,409
-57
| -2% | -$15.5K | 0.03% | 157 |
|
|
2025
Q1 | $662K | Sell |
2,466
-63
| -2% | -$16.9K | 0.05% | 144 |
|
|
2024
Q4 | $846K | Sell |
2,529
-142
| -5% | -$47.5K | 0.06% | 127 |
|
|
2024
Q3 | $731K | Buy |
2,671
+114
| +4% | +$31.2K | 0.05% | 139 |
|
|
2024
Q2 | $657K | Sell |
2,557
-6
| -0.2% | -$1.54K | 0.05% | 136 |
|
|
2024
Q1 | $772K | Buy |
2,563
+99
| +4% | +$29.8K | 0.06% | 126 |
|
|
2023
Q4 | $648K | Buy |
2,464
+199
| +9% | +$52.3K | 0.06% | 143 |
|
|
2023
Q3 | $459K | Buy |
2,265
+14
| +0.6% | +$2.84K | 0.05% | 152 |
|
|
2023
Q2 | $476K | Hold |
2,251
| – | – | 0.05% | 155 |
|
|
2023
Q1 | $450K | Hold |
2,251
| – | – | 0.05% | 158 |
|
|
2022
Q4 | $298K | Hold |
2,251
| – | – | 0.03% | 187 |
|
|
2022
Q3 | $324K | Buy |
2,251
+21
| +0.9% | +$3.02K | 0.03% | 183 |
|
|
2022
Q2 | $368K | Hold |
2,230
| – | – | 0.05% | 174 |
|
|
2022
Q1 | $474K | Sell |
2,230
-122
| -5% | -$25.9K | 0.05% | 164 |
|
|
2021
Q4 | $598K | Sell |
2,352
-148
| -6% | -$37.6K | 0.05% | 149 |
|
|
2021
Q3 | $678K | Buy |
2,500
+1,612
| +182% | +$437K | 0.06% | 138 |
|
|
2021
Q2 | $217K | Buy |
+888
| New | +$217K | 0.02% | 206 |
|