Morton Brown Family 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 | $16.4K | Hold |
60
| – | – | 0.01% | 158 |
|
|
2025
Q1 | $16.1K | Buy |
60
+18
| +43% | +$4.83K | 0.01% | 162 |
|
|
2024
Q4 | $14K | Hold |
42
| – | – | ﹤0.01% | 156 |
|
|
2024
Q3 | $11.5K | Hold |
42
| – | – | ﹤0.01% | 160 |
|
|
2024
Q2 | $10.4K | Hold |
42
| – | – | ﹤0.01% | 155 |
|
|
2024
Q1 | $12.7K | Hold |
42
| – | – | 0.01% | 142 |
|
|
2023
Q4 | $11.1K | Hold |
42
| – | – | ﹤0.01% | 175 |
|
|
2023
Q3 | $8.52K | Hold |
42
| – | – | ﹤0.01% | 131 |
|
|
2023
Q2 | $8.87K | Sell |
42
-13
| -24% | -$2.75K | ﹤0.01% | 123 |
|
|
2023
Q1 | $11K | Buy |
55
+25
| +83% | +$5K | 0.01% | 125 |
|
|
2022
Q4 | $3.98K | Hold |
30
| – | – | ﹤0.01% | 138 |
|
|
2022
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 149 |
|
|
2022
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 146 |
|
|
2022
Q1 | $6K | Sell |
30
-50
| -63% | -$10K | ﹤0.01% | 117 |
|
|
2021
Q4 | $20K | Buy |
+80
| New | +$20K | 0.02% | 103 |
|