Modera Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
27,598
+669
| +2% | +$182K | 0.09% | 149 |
|
|
2025
Q1 | $7.23M | Buy |
26,929
+1,029
| +4% | +$276K | 0.1% | 143 |
|
|
2024
Q4 | $8.66M | Buy |
25,900
+1,559
| +6% | +$521K | 0.1% | 134 |
|
|
2024
Q3 | $6.66M | Buy |
24,341
+3,308
| +16% | +$905K | 0.08% | 141 |
|
|
2024
Q2 | $5.41M | Buy |
21,033
+8,040
| +62% | +$2.07M | 0.08% | 149 |
|
|
2024
Q1 | $3.91M | Buy |
12,993
+1,755
| +16% | +$529K | 0.06% | 180 |
|
|
2023
Q4 | $2.96M | Buy |
11,238
+2,289
| +26% | +$602K | 0.05% | 193 |
|
|
2023
Q3 | $1.81M | Buy |
8,949
+2,319
| +35% | +$470K | 0.03% | 222 |
|
|
2023
Q2 | $1.4M | Buy |
6,630
+4,980
| +302% | +$1.05M | 0.03% | 257 |
|
|
2023
Q1 | $330K | Sell |
1,650
-105
| -6% | -$21K | 0.01% | 274 |
|
|
2022
Q4 | $233K | Buy |
1,755
+22
| +1% | +$2.92K | 0.01% | 313 |
|
|
2022
Q3 | $249K | Buy |
1,733
+20
| +1% | +$2.87K | 0.01% | 274 |
|
|
2022
Q2 | $283K | Sell |
1,713
-82
| -5% | -$13.5K | 0.01% | 264 |
|
|
2022
Q1 | $381K | Sell |
1,795
-3,054
| -63% | -$648K | 0.02% | 243 |
|
|
2021
Q4 | $1.23M | Buy |
4,849
+2,748
| +131% | +$699K | 0.05% | 154 |
|
|
2021
Q3 | $570K | Buy |
+2,101
| New | +$570K | 0.03% | 147 |
|
|
2021
Q1 | – | Sell |
-980
| Closed | -$218K | – | 233 |
|
|
2020
Q4 | $218K | Buy |
+980
| New | +$218K | 0.02% | 215 |
|