MBL 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 | $458K | Sell |
1,680
-1,200
| -42% | -$327K | 0.04% | 151 |
|
|
2025
Q1 | $773K | Buy |
2,880
+1,024
| +55% | +$275K | 0.08% | 111 |
|
|
2024
Q4 | $621K | Buy |
1,856
+625
| +51% | +$209K | 0.06% | 128 |
|
|
2024
Q3 | $337K | Sell |
1,231
-48
| -4% | -$13.1K | 0.04% | 154 |
|
|
2024
Q2 | $329K | Sell |
1,279
-5
| -0.4% | -$1.29K | 0.04% | 152 |
|
|
2024
Q1 | $387K | Buy |
1,284
+356
| +38% | +$107K | 0.04% | 137 |
|
|
2023
Q4 | $244K | Buy |
+928
| New | +$244K | 0.03% | 155 |
|