Iron Horse 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 | $115K | Buy |
423
+1
| +0.2% | +$272 | 0.03% | 85 |
|
|
2025
Q1 | $113K | Buy |
422
+170
| +67% | +$45.7K | 0.04% | 71 |
|
|
2024
Q4 | $84.3K | Hold |
252
| – | – | 0.03% | 80 |
|
|
2024
Q3 | $68.9K | Buy |
252
+17
| +7% | +$4.65K | 0.02% | 92 |
|
|
2024
Q2 | $60.5K | Buy |
+235
| New | +$60.5K | 0.02% | 88 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$4K | – | 170 |
|
|
2022
Q2 | $4K | Buy |
24
+4
| +20% | +$667 | ﹤0.01% | 156 |
|
|
2022
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 170 |
|