Prairie Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
798
+10
| +1% | +$2.73K | 0.09% | 144 |
|
|
2025
Q1 | $211K | Buy |
788
+34
| +5% | +$9.12K | 0.1% | 133 |
|
|
2024
Q4 | $252K | Buy |
+754
| New | +$252K | 0.12% | 129 |
|
|
2024
Q2 | – | Sell |
-859
| Closed | -$259K | – | 147 |
|
|
2024
Q1 | $259K | Buy |
+859
| New | +$259K | 0.12% | 140 |
|