HB 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 | $9.59M | Sell |
35,178
-520
| -1% | -$142K | 0.08% | 141 |
|
|
2025
Q1 | $9.58M | Buy |
35,698
+8,980
| +34% | +$2.41M | 0.08% | 133 |
|
|
2024
Q4 | $8.93M | Buy |
26,718
+2,674
| +11% | +$894K | 0.09% | 106 |
|
|
2024
Q3 | $6.58M | Buy |
24,044
+5,405
| +29% | +$1.48M | 0.07% | 134 |
|
|
2024
Q2 | $4.79M | Sell |
18,639
-35
| -0.2% | -$9K | 0.06% | 156 |
|
|
2024
Q1 | $5.62M | Buy |
18,674
+4,911
| +36% | +$1.48M | 0.07% | 141 |
|
|
2023
Q4 | $3.62M | Sell |
13,763
-1,279
| -9% | -$337K | 0.05% | 160 |
|
|
2023
Q3 | $3.05M | Buy |
15,042
+2,865
| +24% | +$581K | 0.05% | 162 |
|
|
2023
Q2 | $2.57M | Buy |
12,177
+1,164
| +11% | +$246K | 0.04% | 174 |
|
|
2023
Q1 | $2.2M | Buy |
11,013
+2,360
| +27% | +$471K | 0.04% | 186 |
|
|
2022
Q4 | $1.15M | Buy |
8,653
+2,939
| +51% | +$390K | 0.02% | 264 |
|
|
2022
Q3 | $822K | Sell |
5,714
-4,046
| -41% | -$582K | 0.02% | 279 |
|
|
2022
Q2 | $1.61M | Buy |
9,760
+2,847
| +41% | +$470K | 0.03% | 197 |
|
|
2022
Q1 | $1.47M | Buy |
6,913
+2,514
| +57% | +$534K | 0.03% | 220 |
|
|
2021
Q4 | $1.12M | Buy |
+4,399
| New | +$1.12M | 0.02% | 231 |
|