Omnia Family 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 | $205K | Sell |
749
-396
| -35% | -$108K | 0.07% | 97 |
|
|
2025
Q1 | $307K | Buy |
1,145
+309
| +37% | +$82.9K | 0.13% | 58 |
|
|
2024
Q4 | $280K | Buy |
836
+28
| +3% | +$9.37K | 0.12% | 63 |
|
|
2024
Q3 | $222K | Buy |
+808
| New | +$222K | 0.09% | 74 |
|
|
2019
Q2 | – | Sell |
-39
| Closed | -$6K | – | 196 |
|
|
2019
Q1 | $6K | Hold |
39
| – | – | ﹤0.01% | 297 |
|
|
2018
Q4 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 287 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$10K | – | 608 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 289 |
|
|
2017
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 279 |
|
|
2017
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 296 |
|
|
2017
Q1 | $8K | Sell |
100
-35
| -26% | -$2.8K | ﹤0.01% | 311 |
|
|
2016
Q4 | $9K | Buy |
+135
| New | +$9K | ﹤0.01% | 299 |
|