Madison Park Capital 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 | $417K | Hold |
1,530
| – | – | 0.35% | 37 |
|
|
2025
Q1 | $411K | Buy |
1,530
+30
| +2% | +$8.05K | 0.36% | 35 |
|
|
2024
Q4 | $501K | Hold |
1,500
| – | – | 0.4% | 38 |
|
|
2024
Q3 | $411K | Hold |
1,500
| – | – | 0.31% | 43 |
|
|
2024
Q2 | $386K | Sell |
1,500
-44
| -3% | -$11.3K | 0.32% | 44 |
|
|
2024
Q1 | $465K | Hold |
1,544
| – | – | 0.41% | 36 |
|
|
2023
Q4 | $406K | Buy |
+1,544
| New | +$406K | 0.39% | 38 |
|