HighMark 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 | $3.55K | Buy |
28
+9
| +47% | +$1.14K | ﹤0.01% | 437 |
|
|
2025
Q1 | $5.1K | Hold |
19
| – | – | ﹤0.01% | 372 |
|
|
2024
Q4 | $6.35K | Hold |
19
| – | – | ﹤0.01% | 356 |
|
|
2024
Q3 | $5.2K | Sell |
19
-1
| -5% | -$274 | ﹤0.01% | 398 |
|
|
2024
Q2 | $5.14K | Hold |
20
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $9.94K | Buy |
+20
| New | +$9.94K | 0.01% | 280 |
|
|
2023
Q2 | – | Sell |
-639
| Closed | -$128K | – | 578 |
|
|
2023
Q1 | $128K | Buy |
+639
| New | +$128K | 0.1% | 83 |
|
|
2021
Q1 | – | Sell |
-14
| Closed | -$3K | – | 483 |
|
|
2020
Q4 | $3K | Sell |
14
-8
| -36% | -$1.71K | ﹤0.01% | 377 |
|
|
2020
Q3 | $6K | Hold |
22
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 324 |
|
|
2020
Q1 | $3K | Sell |
22
-5
| -19% | -$682 | ﹤0.01% | 263 |
|
|
2019
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 290 |
|