Paladin Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
1,446
| – | – | 0.3% | 58 |
|
|
2025
Q1 | $388K | Hold |
1,446
| – | – | 0.31% | 56 |
|
|
2024
Q4 | $483K | Hold |
1,446
| – | – | 0.37% | 50 |
|
|
2024
Q3 | $396K | Sell |
1,446
-18
| -1% | -$4.93K | 0.29% | 56 |
|
|
2024
Q2 | $375K | Hold |
1,464
| – | – | 0.29% | 56 |
|
|
2024
Q1 | $443K | Hold |
1,464
| – | – | 0.35% | 54 |
|
|
2023
Q4 | $385K | Sell |
1,464
-10
| -0.7% | -$2.63K | 0.32% | 54 |
|
|
2023
Q3 | $299K | Hold |
1,474
| – | – | 0.25% | 70 |
|
|
2023
Q2 | $311K | Hold |
1,474
| – | – | 0.25% | 65 |
|
|
2023
Q1 | $294K | Buy |
+1,474
| New | +$294K | 0.24% | 68 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 51 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 51 |
|
|
2022
Q2 | – | Sell |
-1,474
| Closed | -$312K | – | 52 |
|
|
2022
Q1 | $312K | Buy |
+1,474
| New | +$312K | 0.25% | 67 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 48 |
|