Nvest Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Buy |
3,331
+618
| +23% | +$169K | 0.47% | 52 |
|
|
2025
Q1 | $728K | Sell |
2,713
-93
| -3% | -$25K | 0.39% | 56 |
|
|
2024
Q4 | $938K | Buy |
2,806
+31
| +1% | +$10.4K | 0.48% | 56 |
|
|
2024
Q3 | $759K | Buy |
2,775
+870
| +46% | +$238K | 0.43% | 58 |
|
|
2024
Q2 | $490K | Buy |
+1,905
| New | +$490K | 0.3% | 60 |
|