Hemington 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 | $212K | Sell |
781
-42
| -5% | -$11.4K | 0.03% | 127 |
|
|
2025
Q1 | $220K | Buy |
823
+12
| +1% | +$3.21K | 0.03% | 120 |
|
|
2024
Q4 | $271K | Buy |
811
+46
| +6% | +$15.4K | 0.07% | 104 |
|
|
2024
Q3 | $222K | Buy |
+765
| New | +$222K | 0.06% | 111 |
|
|
2024
Q2 | – | Sell |
-696
| Closed | -$210K | – | 115 |
|
|
2024
Q1 | $210K | Buy |
+696
| New | +$210K | 0.08% | 110 |
|