LVW Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
2,484
+87
| +4% | +$23.7K | 0.07% | 152 |
|
|
2025
Q1 | $643K | Buy |
2,397
+353
| +17% | +$94.7K | 0.08% | 149 |
|
|
2024
Q4 | $683K | Buy |
2,044
+198
| +11% | +$66.2K | 0.08% | 145 |
|
|
2024
Q3 | $505K | Buy |
1,846
+20
| +1% | +$5.47K | 0.06% | 184 |
|
|
2024
Q2 | $469K | Sell |
1,826
-7
| -0.4% | -$1.8K | 0.07% | 181 |
|
|
2024
Q1 | $552K | Buy |
1,833
+166
| +10% | +$50K | 0.09% | 155 |
|
|
2023
Q4 | $439K | Buy |
1,667
+317
| +23% | +$83.4K | 0.08% | 169 |
|
|
2023
Q3 | $274K | Buy |
+1,350
| New | +$274K | 0.06% | 179 |
|
|
2021
Q4 | – | Sell |
-1,082
| Closed | -$293K | – | 242 |
|
|
2021
Q3 | $293K | Buy |
1,082
+1
| +0.1% | +$271 | 0.05% | 193 |
|
|
2021
Q2 | $264K | Hold |
1,081
| – | – | 0.05% | 195 |
|
|
2021
Q1 | $229K | Sell |
1,081
-330
| -23% | -$69.9K | 0.04% | 194 |
|
|
2020
Q4 | $314K | Sell |
1,411
-30
| -2% | -$6.68K | 0.06% | 162 |
|
|
2020
Q3 | $362K | Buy |
+1,441
| New | +$362K | 0.08% | 134 |
|