NewSquare 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 | $116K | Buy |
426
+150
| +54% | +$40.9K | 0.01% | 201 |
|
|
2025
Q1 | $74.1K | Buy |
276
+194
| +237% | +$52.1K | 0.01% | 202 |
|
|
2024
Q4 | $27.4K | Buy |
82
+24
| +41% | +$8.02K | ﹤0.01% | 209 |
|
|
2024
Q3 | $15.9K | Sell |
58
-17,350
| -100% | -$4.75M | ﹤0.01% | 197 |
|
|
2024
Q2 | $4.48M | Buy |
17,408
+1,588
| +10% | +$408K | 0.39% | 89 |
|
|
2024
Q1 | $4.76M | Buy |
15,820
+690
| +5% | +$208K | 0.42% | 79 |
|
|
2023
Q4 | $3.98M | Buy |
15,130
+510
| +3% | +$134K | 0.38% | 91 |
|
|
2023
Q3 | $2.96M | Buy |
14,620
+14,546
| +19,657% | +$2.95M | 0.31% | 92 |
|
|
2023
Q2 | $15.6K | Sell |
74
-75
| -50% | -$15.8K | ﹤0.01% | 285 |
|
|
2023
Q1 | $29.8K | Buy |
149
+85
| +133% | +$17K | ﹤0.01% | 227 |
|
|
2022
Q4 | $8.49K | Buy |
+64
| New | +$8.49K | ﹤0.01% | 308 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | -$1K | – | 327 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 320 |
|
|
2020
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 335 |
|
|
2019
Q3 | – | Sell |
-2,640
| Closed | -$401K | – | 291 |
|
|
2019
Q2 | $401K | Buy |
2,640
+1,050
| +66% | +$159K | 0.07% | 109 |
|
|
2019
Q1 | $252K | Buy |
+1,590
| New | +$252K | 0.05% | 111 |
|
|
2018
Q1 | – | Sell |
-350
| Closed | -$36K | – | 337 |
|
|
2017
Q4 | $36K | Hold |
350
| – | – | 0.01% | 170 |
|
|
2017
Q3 | $33K | Buy |
+350
| New | +$33K | 0.01% | 152 |
|