Main Street Financial Solutions’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $451K | Buy |
1,655
+767
| +86% | +$209K | 0.03% | 381 |
|
2025
Q1 | $238K | Sell |
888
-894
| -50% | -$240K | 0.02% | 450 |
|
2024
Q4 | $596K | Buy |
1,782
+527
| +42% | +$176K | 0.06% | 254 |
|
2024
Q3 | $344K | Sell |
1,255
-3,446
| -73% | -$943K | 0.03% | 392 |
|
2024
Q2 | $1.21M | Buy |
4,701
+522
| +12% | +$134K | 0.11% | 164 |
|
2024
Q1 | $1.26M | Buy |
4,179
+2,699
| +182% | +$813K | 0.13% | 148 |
|
2023
Q4 | $389K | Buy |
1,480
+27
| +2% | +$7.11K | 0.05% | 307 |
|
2023
Q3 | $295K | Buy |
1,453
+11
| +0.8% | +$2.23K | 0.04% | 351 |
|
2023
Q2 | $305K | Sell |
1,442
-24
| -2% | -$5.07K | 0.04% | 346 |
|
2023
Q1 | $293K | Buy |
+1,466
| New | +$293K | 0.04% | 349 |
|
2022
Q4 | – | Sell |
-1,525
| Closed | -$219K | – | 436 |
|
2022
Q3 | $219K | Buy |
1,525
+216
| +17% | +$31K | 0.04% | 395 |
|
2022
Q2 | $216K | Buy |
+1,309
| New | +$216K | 0.03% | 417 |
|