Heritage Wealth Management (Arizona)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $475K | Buy |
3,582
+1,787
| +100% | +$237K | 0.07% | 221 |
|
|
2022
Q3 | $258K | Sell |
1,795
-4
| -0.2% | -$575 | 0.08% | 178 |
|
|
2022
Q2 | $297K | Sell |
1,799
-144
| -7% | -$23.8K | 0.1% | 156 |
|
|
2022
Q1 | $413K | Buy |
+1,943
| New | +$413K | 0.11% | 146 |
|
|
2021
Q3 | $468K | Sell |
1,726
-245
| -12% | -$66.4K | 0.17% | 98 |
|
|
2021
Q2 | $481K | Buy |
+1,971
| New | +$481K | 0.18% | 93 |
|