Journey Strategic Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
6,158
+1,210
| +24% | +$330K | 0.05% | 109 |
|
|
2025
Q1 | $1.33M | Buy |
4,948
+1,270
| +35% | +$341K | 0.05% | 102 |
|
|
2024
Q4 | $1.23M | Buy |
3,678
+54
| +1% | +$18.1K | 0.05% | 101 |
|
|
2024
Q3 | $992K | Buy |
3,624
+1,593
| +78% | +$436K | 0.04% | 126 |
|
|
2024
Q2 | $522K | Buy |
2,031
+1,326
| +188% | +$341K | 0.02% | 151 |
|
|
2024
Q1 | $212K | Buy |
+705
| New | +$212K | 0.01% | 272 |
|
|
2023
Q4 | – | Sell |
-1,174
| Closed | -$238K | – | 241 |
|
|
2023
Q3 | $238K | Sell |
1,174
-6
| -0.5% | -$1.22K | 0.01% | 148 |
|
|
2023
Q2 | $249K | Sell |
1,180
-911
| -44% | -$192K | 0.01% | 143 |
|
|
2023
Q1 | $418K | Buy |
2,091
+518
| +33% | +$103K | 0.04% | 121 |
|
|
2022
Q4 | $209K | Buy |
+1,573
| New | +$209K | 0.02% | 212 |
|
|
2022
Q2 | – | Sell |
-1,458
| Closed | -$310K | – | 147 |
|
|
2022
Q1 | $310K | Buy |
1,458
+229
| +19% | +$48.7K | 0.03% | 93 |
|
|
2021
Q4 | $312K | Buy |
+1,229
| New | +$312K | 0.03% | 118 |
|