Northwest Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,270
| Closed | -$609K | – | 100 |
|
|
2025
Q1 | $609K | Buy |
2,270
+282
| +14% | +$75.7K | 0.51% | 49 |
|
|
2024
Q4 | $665K | Buy |
1,988
+2
| +0.1% | +$669 | 0.55% | 45 |
|
|
2024
Q3 | $544K | Sell |
1,986
-16
| -0.8% | -$4.38K | 0.43% | 53 |
|
|
2024
Q2 | $515K | Sell |
2,002
-160
| -7% | -$41.1K | 0.52% | 50 |
|
|
2024
Q1 | $651K | Hold |
2,162
| – | – | 0.71% | 33 |
|
|
2023
Q4 | $569K | Buy |
+2,162
| New | +$569K | 0.48% | 38 |
|