Madrona Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
995
+25
| +3% | +$6.82K | 0.07% | 87 |
|
|
2025
Q1 | $260K | Sell |
970
-25
| -3% | -$6.71K | 0.07% | 84 |
|
|
2024
Q4 | $333K | Buy |
995
+71
| +8% | +$23.7K | 0.09% | 74 |
|
|
2024
Q3 | $253K | Buy |
+924
| New | +$253K | 0.07% | 88 |
|
|
2024
Q2 | – | Sell |
-782
| Closed | -$236K | – | 102 |
|
|
2024
Q1 | $236K | Buy |
+782
| New | +$236K | 0.08% | 82 |
|
|
2021
Q4 | – | Sell |
-790
| Closed | -$214K | – | 75 |
|
|
2021
Q3 | $214K | Buy |
+790
| New | +$214K | 0.1% | 61 |
|
|
2021
Q1 | – | Sell |
-1,174
| Closed | -$261K | – | 60 |
|
|
2020
Q4 | $261K | Buy |
+1,174
| New | +$261K | 0.15% | 49 |
|