Peterson Wealth Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
2,135
+4
| +0.2% | +$1.09K | 0.16% | 87 |
|
|
2025
Q1 | $572K | Sell |
2,131
-74
| -3% | -$19.9K | 0.18% | 82 |
|
|
2024
Q4 | $737K | Buy |
2,205
+89
| +4% | +$29.8K | 0.22% | 79 |
|
|
2024
Q3 | $579K | Buy |
2,116
+101
| +5% | +$27.6K | 0.19% | 87 |
|
|
2024
Q2 | $518K | Buy |
2,015
+32
| +2% | +$8.23K | 0.18% | 88 |
|
|
2024
Q1 | $597K | Sell |
1,983
-9
| -0.5% | -$2.71K | 0.22% | 83 |
|
|
2023
Q4 | $524K | Sell |
1,992
-4
| -0.2% | -$1.05K | 0.22% | 60 |
|
|
2023
Q3 | $405K | Buy |
1,996
+92
| +5% | +$18.7K | 0.3% | 49 |
|
|
2023
Q2 | $402K | Buy |
1,904
+40
| +2% | +$8.45K | 0.19% | 69 |
|
|
2023
Q1 | $372K | Sell |
1,864
-136
| -7% | -$27.2K | 0.19% | 74 |
|
|
2022
Q4 | $265K | Buy |
2,000
+10
| +0.5% | +$1.33K | 0.15% | 75 |
|
|
2022
Q3 | $286K | Sell |
1,990
-3
| -0.2% | -$431 | 0.2% | 73 |
|
|
2022
Q2 | $329K | Sell |
1,993
-6,853
| -77% | -$1.13M | 0.24% | 71 |
|
|
2022
Q1 | $1.88M | Buy |
8,846
+1,279
| +17% | +$272K | 1.15% | 35 |
|
|
2021
Q4 | $1.92M | Buy |
+7,567
| New | +$1.92M | 1.28% | 36 |
|