Kingswood Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
10,289
+2,366
| +30% | +$645K | 0.22% | 106 |
|
|
2025
Q1 | $2.13M | Buy |
7,923
+108
| +1% | +$29K | 0.19% | 121 |
|
|
2024
Q4 | $2.61M | Sell |
7,815
-6,230
| -44% | -$2.08M | 0.2% | 114 |
|
|
2024
Q3 | $3.85M | Sell |
14,045
-750
| -5% | -$205K | 0.27% | 79 |
|
|
2024
Q2 | $3.8M | Buy |
14,795
+608
| +4% | +$156K | 0.34% | 65 |
|
|
2024
Q1 | $4.27M | Sell |
14,187
-2,274
| -14% | -$685K | 0.49% | 32 |
|
|
2023
Q4 | $4.33M | Buy |
16,461
+12,066
| +275% | +$3.18M | 0.49% | 37 |
|
|
2023
Q3 | $2.82M | Sell |
4,395
-1,001
| -19% | -$642K | 0.48% | 51 |
|
|
2023
Q2 | $1.14M | Buy |
+5,396
| New | +$1.14M | 0.36% | 68 |
|