Maia 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 | $2.67M | Buy |
9,779
+2,580
| +36% | +$704K | 0.51% | 50 |
|
|
2025
Q1 | $1.83M | Buy |
7,199
+487
| +7% | +$124K | 0.42% | 62 |
|
|
2024
Q4 | $2.33M | Buy |
6,712
+1,265
| +23% | +$439K | 0.5% | 44 |
|
|
2024
Q3 | $1.56M | Buy |
5,447
+2,227
| +69% | +$639K | 0.39% | 64 |
|
|
2024
Q2 | $814K | Buy |
+3,220
| New | +$814K | 0.25% | 86 |
|
|
2023
Q4 | $653K | Buy |
+2,481
| New | +$653K | 0.26% | 76 |
|