NewEdge 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 | $49.6M | Sell |
205,890
-3,898
| -2% | -$939K | 0.78% | 23 |
|
|
2025
Q1 | $56.3M | Sell |
209,788
-4,537
| -2% | -$1.22M | 1.02% | 16 |
|
|
2024
Q4 | $71.7M | Buy |
214,325
+3,351
| +2% | +$1.12M | 1.24% | 10 |
|
|
2024
Q3 | $57.7M | Buy |
210,974
+120,372
| +133% | +$32.9M | 1.04% | 15 |
|
|
2024
Q2 | $23.3M | Buy |
90,602
+15,434
| +21% | +$3.97M | 0.5% | 51 |
|
|
2024
Q1 | $20.5M | Sell |
75,168
-2,710
| -3% | -$737K | 0.46% | 59 |
|
|
2023
Q4 | $20.5M | Sell |
77,878
-2,375
| -3% | -$625K | 0.52% | 48 |
|
|
2023
Q3 | $16.3M | Sell |
80,253
-8,166
| -9% | -$1.66M | 0.52% | 53 |
|
|
2023
Q2 | $18.7M | Sell |
88,419
-37,457
| -30% | -$7.91M | 0.62% | 40 |
|
|
2023
Q1 | $25.1M | Sell |
125,876
-1,834
| -1% | -$366K | 0.95% | 18 |
|
|
2022
Q4 | $16.9M | Buy |
127,710
+10,433
| +9% | +$1.38M | 0.73% | 35 |
|
|
2022
Q3 | $16.9M | Sell |
117,277
-1,922
| -2% | -$276K | 0.8% | 26 |
|
|
2022
Q2 | $19.7M | Buy |
119,199
+108,478
| +1,012% | +$17.9M | 0.89% | 26 |
|
|
2022
Q1 | $2.28M | Buy |
10,721
+8,409
| +364% | +$1.79M | 0.1% | 143 |
|
|
2021
Q4 | $588K | Buy |
2,312
+833
| +56% | +$212K | 0.02% | 277 |
|
|
2021
Q3 | $401K | Buy |
1,479
+308
| +26% | +$83.5K | 0.02% | 226 |
|
|
2021
Q2 | $286K | Sell |
1,171
-27,184
| -96% | -$6.64M | 0.02% | 245 |
|
|
2021
Q1 | $6.01M | Buy |
28,355
+19,557
| +222% | +$4.14M | 0.6% | 55 |
|
|
2020
Q4 | $1.96M | Buy |
+8,798
| New | +$1.96M | 0.6% | 47 |
|