Money Concepts Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
1,163
+211
| +22% | +$57.5K | 0.02% | 366 |
|
|
2025
Q1 | $255K | Buy |
952
+77
| +9% | +$20.7K | 0.02% | 376 |
|
|
2024
Q4 | $293K | Buy |
875
+127
| +17% | +$42.5K | 0.02% | 349 |
|
|
2024
Q3 | $205K | Buy |
+748
| New | +$205K | 0.02% | 393 |
|
|
2023
Q1 | – | Sell |
-3,111
| Closed | -$412K | – | 955 |
|
|
2022
Q4 | $412K | Buy |
3,111
+300
| +11% | +$39.8K | 0.02% | 478 |
|
|
2022
Q3 | $404K | Sell |
2,811
-263
| -9% | -$37.8K | 0.02% | 324 |
|
|
2022
Q2 | $517K | Sell |
3,074
-3,249
| -51% | -$546K | 0.05% | 273 |
|
|
2022
Q1 | $1.34M | Buy |
6,323
+3,432
| +119% | +$728K | 0.08% | 251 |
|
|
2021
Q4 | $735K | Buy |
+2,891
| New | +$735K | 0.06% | 246 |
|
|
2021
Q1 | $664K | Sell |
3,136
-191
| -6% | -$40.4K | 0.05% | 271 |
|
|
2020
Q4 | $740K | Buy |
+3,327
| New | +$740K | 0.07% | 230 |
|