KWB 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 | $419K | Hold |
1,560
| – | – | 0.05% | 97 |
|
|
2025
Q1 | $522K | Buy |
1,560
+93
| +6% | +$31.1K | 0.06% | 92 |
|
|
2024
Q4 | $402K | Buy |
1,467
+685
| +88% | +$188K | 0.05% | 99 |
|
|
2024
Q3 | $201K | Sell |
782
-2,809
| -78% | -$722K | 0.03% | 130 |
|
|
2024
Q2 | $1.08M | Sell |
3,591
-65
| -2% | -$19.6K | 0.15% | 57 |
|
|
2024
Q1 | $1.1M | Sell |
3,656
-89
| -2% | -$26.8K | 0.15% | 56 |
|
|
2023
Q4 | $985K | Buy |
+3,745
| New | +$985K | 0.14% | 60 |
|
|
2023
Q3 | – | Sell |
-1,026
| Closed | -$217K | – | 124 |
|
|
2023
Q2 | $217K | Buy |
+1,026
| New | +$217K | 0.03% | 118 |
|
|
2022
Q3 | – | Sell |
-1,514
| Closed | -$250K | – | 106 |
|
|
2022
Q2 | $250K | Sell |
1,514
-45
| -3% | -$7.43K | 0.05% | 90 |
|
|
2022
Q1 | $396K | Hold |
1,559
| – | – | 0.07% | 65 |
|
|
2021
Q4 | $396K | Hold |
1,559
| – | – | 0.07% | 65 |
|
|
2021
Q3 | $423K | Hold |
1,559
| – | – | 0.08% | 60 |
|
|
2021
Q2 | $330K | Hold |
1,559
| – | – | 0.06% | 64 |
|
|
2021
Q1 | $330K | Buy |
1,559
+400
| +35% | +$84.7K | 0.06% | 64 |
|
|
2020
Q4 | $258K | Buy |
+1,159
| New | +$258K | 0.05% | 69 |
|