Pure Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
1,920
+87
| +5% | +$23.7K | 0.01% | 285 |
|
|
2025
Q1 | $492K | Buy |
1,833
+464
| +34% | +$125K | 0.01% | 238 |
|
|
2024
Q4 | $458K | Buy |
1,369
+459
| +50% | +$153K | 0.01% | 229 |
|
|
2024
Q3 | $249K | Buy |
910
+30
| +3% | +$8.21K | 0.01% | 296 |
|
|
2024
Q2 | $226K | Buy |
880
+40
| +5% | +$10.3K | 0.01% | 291 |
|
|
2024
Q1 | $253K | Buy |
840
+27
| +3% | +$8.13K | 0.01% | 271 |
|
|
2023
Q4 | $214K | Buy |
+813
| New | +$214K | 0.01% | 283 |
|