McAlister Sweet & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
917
-113
| -11% | -$30.8K | 0.22% | 27 |
|
|
2025
Q1 | $276K | Hold |
1,030
| – | – | 0.21% | 23 |
|
|
2024
Q4 | $344K | Hold |
1,030
| – | – | 0.25% | 17 |
|
|
2024
Q3 | $282K | Sell |
1,030
-150
| -13% | -$41.1K | 0.23% | 26 |
|
|
2024
Q2 | $303K | Sell |
1,180
-157
| -12% | -$40.4K | 0.22% | 26 |
|
|
2024
Q1 | $403K | Hold |
1,337
| – | – | 0.32% | 23 |
|
|
2023
Q4 | $352K | Buy |
+1,337
| New | +$352K | 0.33% | 24 |
|
|
2023
Q3 | – | Sell |
-1,101
| Closed | -$233K | – | 34 |
|
|
2023
Q2 | $233K | Hold |
1,101
| – | – | 0.2% | 29 |
|
|
2023
Q1 | $220K | Buy |
+1,101
| New | +$220K | 0.24% | 23 |
|
|
2022
Q3 | – | Sell |
-1,380
| Closed | -$228K | – | 27 |
|
|
2022
Q2 | $228K | Buy |
+1,380
| New | +$228K | 0.23% | 33 |
|