Marcum Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.17M | Buy |
4,369
+1,032
| +31% | +$277K | 0.1% | 99 |
|
|
2024
Q4 | $1.12M | Buy |
3,337
+208
| +7% | +$69.5K | 0.1% | 101 |
|
|
2024
Q3 | $856K | Buy |
3,129
+114
| +4% | +$31.2K | 0.08% | 126 |
|
|
2024
Q2 | $775K | Buy |
3,015
+59
| +2% | +$15.2K | 0.08% | 130 |
|
|
2024
Q1 | $890K | Buy |
2,956
+294
| +11% | +$88.5K | 0.09% | 117 |
|
|
2023
Q4 | $700K | Sell |
2,662
-154
| -5% | -$40.5K | 0.07% | 138 |
|
|
2023
Q3 | $571K | Sell |
2,816
-345
| -11% | -$70K | 0.07% | 150 |
|
|
2023
Q2 | $668K | Sell |
3,161
-71
| -2% | -$15K | 0.08% | 134 |
|
|
2023
Q1 | $646K | Buy |
3,232
+577
| +22% | +$115K | 0.08% | 143 |
|
|
2022
Q4 | $352K | Sell |
2,655
-881
| -25% | -$117K | 0.05% | 216 |
|
|
2022
Q3 | $509K | Buy |
3,536
+1,152
| +48% | +$166K | 0.08% | 152 |
|
|
2022
Q2 | $393K | Buy |
2,384
+162
| +7% | +$26.7K | 0.06% | 192 |
|
|
2022
Q1 | $472K | Sell |
2,222
-737
| -25% | -$157K | 0.07% | 169 |
|
|
2021
Q4 | $752K | Buy |
2,959
+51
| +2% | +$13K | 0.1% | 127 |
|
|
2021
Q3 | $789K | Buy |
2,908
+313
| +12% | +$84.9K | 0.12% | 120 |
|
|
2021
Q2 | $634K | Buy |
2,595
+1
| +0% | +$244 | 0.1% | 129 |
|
|
2021
Q1 | $550K | Buy |
+2,594
| New | +$550K | 0.09% | 138 |
|