HBW Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
12,329
-1,796
| -13% | -$490K | 0.41% | 53 |
|
|
2025
Q1 | $3.79M | Sell |
14,125
-645
| -4% | -$173K | 0.54% | 38 |
|
|
2024
Q4 | $4.94M | Sell |
14,770
-1,402
| -9% | -$469K | 0.51% | 28 |
|
|
2024
Q3 | $4.43M | Sell |
16,172
-2,498
| -13% | -$684K | 0.65% | 29 |
|
|
2024
Q2 | $4.8M | Sell |
18,670
-1,441
| -7% | -$370K | 0.8% | 24 |
|
|
2024
Q1 | $5.29M | Hold |
20,111
| – | – | 0.99% | 15 |
|
|
2023
Q4 | $5.29M | Sell |
20,111
-651
| -3% | -$171K | 0.99% | 15 |
|
|
2023
Q3 | $4.21M | Sell |
20,762
-3,147
| -13% | -$638K | 0.88% | 22 |
|
|
2023
Q2 | $5.05M | Buy |
23,909
+255
| +1% | +$53.9K | 1.1% | 16 |
|
|
2023
Q1 | $4.73M | Sell |
23,654
-1,320
| -5% | -$264K | 1.18% | 19 |
|
|
2022
Q4 | $3.27M | Buy |
24,974
+459
| +2% | +$60.1K | 0.86% | 29 |
|
|
2022
Q3 | $3.53M | Buy |
24,515
+567
| +2% | +$81.6K | 0.98% | 29 |
|
|
2022
Q2 | $3.95M | Buy |
23,948
+13,053
| +120% | +$2.15M | 1.02% | 28 |
|
|
2022
Q1 | $2.31M | Sell |
10,895
-8,767
| -45% | -$1.86M | 0.81% | 36 |
|
|
2021
Q4 | $5M | Buy |
19,662
+290
| +1% | +$73.7K | 1.16% | 23 |
|
|
2021
Q3 | $5.25M | Buy |
19,372
+235
| +1% | +$63.7K | 1.36% | 11 |
|
|
2021
Q2 | $4.68M | Buy |
19,137
+1,665
| +10% | +$407K | 1.23% | 16 |
|
|
2021
Q1 | $3.7M | Buy |
17,472
+2,441
| +16% | +$517K | 0.99% | 35 |
|
|
2020
Q4 | $3.35M | Buy |
15,031
+916
| +6% | +$204K | 1.02% | 39 |
|
|
2020
Q3 | $3.55M | Buy |
14,115
+74
| +0.5% | +$18.6K | 1.46% | 14 |
|
|
2020
Q2 | $2.63M | Buy |
14,041
+309
| +2% | +$57.9K | 1.22% | 19 |
|
|
2020
Q1 | $2M | Buy |
13,732
+702
| +5% | +$102K | 1.44% | 24 |
|
|
2019
Q4 | $2.15M | Buy |
13,030
+644
| +5% | +$106K | 1.25% | 34 |
|
|
2019
Q3 | $1.84M | Buy |
+12,386
| New | +$1.84M | 1.76% | 27 |
|