Peninsula Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $631K | Buy |
1,886
+47
| +3% | +$15.7K | 0.11% | 63 |
|
|
2024
Q3 | $535K | Buy |
1,839
+114
| +7% | +$33.2K | 0.09% | 70 |
|
|
2024
Q2 | $438K | Sell |
1,725
-34
| -2% | -$8.64K | 0.08% | 70 |
|
|
2024
Q1 | $530K | Buy |
1,759
+8
| +0.5% | +$2.41K | 0.11% | 64 |
|
|
2023
Q4 | $461K | Buy |
1,751
+231
| +15% | +$60.8K | 0.1% | 60 |
|
|
2023
Q3 | $307K | Sell |
1,520
-139
| -8% | -$28.1K | 0.07% | 66 |
|
|
2023
Q2 | $350K | Sell |
1,659
-14
| -0.8% | -$2.96K | 0.09% | 54 |
|
|
2023
Q1 | $334K | Sell |
1,673
-119
| -7% | -$23.8K | 0.1% | 52 |
|
|
2022
Q4 | $238K | Hold |
1,792
| – | – | 0.07% | 66 |
|
|
2022
Q3 | $258K | Buy |
+1,792
| New | +$258K | 0.09% | 58 |
|
|
2022
Q1 | – | Sell |
-959
| Closed | -$244K | – | 68 |
|
|
2021
Q4 | $244K | Buy |
+959
| New | +$244K | 0.07% | 62 |
|
|
2020
Q4 | – | Sell |
-912
| Closed | -$229K | – | 28 |
|
|
2020
Q3 | $229K | Buy |
+912
| New | +$229K | 0.1% | 49 |
|