NWAM LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,777
| Closed | -$1.26M | – | 519 |
|
|
2024
Q4 | $1.26M | Sell |
3,777
-432
| -10% | -$144K | 0.08% | 231 |
|
|
2024
Q3 | $1.15M | Buy |
+4,209
| New | +$1.15M | 0.07% | 249 |
|
|
2024
Q2 | – | Sell |
-20,011
| Closed | -$5.55M | – | 221 |
|
|
2024
Q1 | $5.55M | Buy |
20,011
+18,000
| +895% | +$4.99M | 0.45% | 44 |
|
|
2023
Q4 | $529K | Sell |
2,011
-313
| -13% | -$82.4K | 0.04% | 332 |
|
|
2023
Q3 | $471K | Sell |
2,324
-388
| -14% | -$78.7K | 0.05% | 309 |
|
|
2023
Q2 | $573K | Buy |
2,712
+211
| +8% | +$44.6K | 0.05% | 310 |
|
|
2023
Q1 | $500K | Sell |
2,501
-340
| -12% | -$67.9K | 0.05% | 280 |
|
|
2022
Q4 | $377K | Sell |
2,841
-501
| -15% | -$66.4K | 0.03% | 369 |
|
|
2022
Q3 | $481K | Sell |
3,342
-174
| -5% | -$25K | 0.05% | 300 |
|
|
2022
Q2 | $604K | Sell |
3,516
-876
| -20% | -$150K | 0.06% | 270 |
|
|
2022
Q1 | $933K | Sell |
4,392
-649
| -13% | -$138K | 0.07% | 233 |
|
|
2021
Q4 | $1.28M | Buy |
5,041
+488
| +11% | +$124K | 0.1% | 203 |
|
|
2021
Q3 | $1.24M | Buy |
4,553
+370
| +9% | +$100K | 0.11% | 190 |
|
|
2021
Q2 | $1.02M | Sell |
4,183
-11,504
| -73% | -$2.81M | 0.09% | 202 |
|
|
2021
Q1 | $3.32M | Buy |
15,687
+12,095
| +337% | +$2.56M | 0.33% | 73 |
|
|
2020
Q4 | $799K | Buy |
+3,592
| New | +$799K | 0.09% | 201 |
|
|
2020
Q3 | – | Sell |
-2,156
| Closed | -$404K | – | 276 |
|
|
2020
Q2 | $404K | Buy |
2,156
+71
| +3% | +$13.3K | 0.06% | 275 |
|
|
2020
Q1 | $300 | Sell |
2,085
-1,195
| -36% | -$172 | 0.01% | 300 |
|
|
2019
Q4 | $533K | Buy |
3,280
+17
| +0.5% | +$2.76K | 0.09% | 209 |
|
|
2019
Q3 | $484K | Buy |
3,263
+381
| +13% | +$56.5K | 0.09% | 211 |
|
|
2019
Q2 | $437K | Buy |
2,882
+58
| +2% | +$8.8K | 0.09% | 212 |
|
|
2019
Q1 | $447K | Buy |
2,824
+192
| +7% | +$30.4K | 0.1% | 203 |
|
|
2018
Q4 | $361K | Sell |
2,632
-173
| -6% | -$23.7K | 0.09% | 210 |
|
|
2018
Q3 | $446K | Sell |
2,805
-5
| -0.2% | -$795 | 0.1% | 204 |
|
|
2018
Q2 | $383K | Hold |
2,810
| – | – | 0.09% | 217 |
|
|
2018
Q1 | $327K | Sell |
2,810
-169
| -6% | -$19.7K | 0.08% | 234 |
|
|
2017
Q4 | $305K | Sell |
2,979
-90
| -3% | -$9.22K | 0.08% | 229 |
|
|
2017
Q3 | $287K | Buy |
3,069
+180
| +6% | +$16.8K | 0.07% | 243 |
|
|
2017
Q2 | $250K | Sell |
2,889
-747
| -21% | -$64.6K | 0.04% | 254 |
|
|
2017
Q1 | $300K | Buy |
3,636
+292
| +9% | +$24.1K | 0.09% | 218 |
|
|
2016
Q4 | $229K | Buy |
+3,344
| New | +$229K | 0.08% | 241 |
|