Olistico 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 | $446K | Buy |
1,637
+15
| +0.9% | +$4.09K | 0.25% | 63 |
|
|
2025
Q1 | $435K | Hold |
1,622
| – | – | 0.27% | 67 |
|
|
2024
Q4 | $542K | Buy |
1,622
+50
| +3% | +$16.7K | 0.32% | 56 |
|
|
2024
Q3 | $430K | Hold |
1,572
| – | – | 0.26% | 72 |
|
|
2024
Q2 | $404K | Buy |
1,572
+502
| +47% | +$129K | 0.26% | 73 |
|
|
2024
Q1 | $322K | Sell |
1,070
-2,231
| -68% | -$672K | 0.23% | 80 |
|
|
2023
Q4 | $869K | Buy |
3,301
+80
| +2% | +$21.1K | 0.68% | 36 |
|
|
2023
Q3 | $653K | Buy |
3,221
+12
| +0.4% | +$2.43K | 0.58% | 45 |
|
|
2023
Q2 | $678K | Buy |
3,209
+475
| +17% | +$100K | 0.58% | 43 |
|
|
2023
Q1 | $546K | Hold |
2,734
| – | – | 0.52% | 50 |
|
|
2022
Q4 | $363K | Buy |
+2,734
| New | +$363K | 0.39% | 71 |
|