Redwood Financial Network’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
2,218
+133
| +6% | +$36.3K | 0.41% | 68 |
|
|
2025
Q1 | $560K | Buy |
2,085
+139
| +7% | +$37.3K | 0.43% | 72 |
|
|
2024
Q4 | $651K | Sell |
1,946
-95
| -5% | -$31.8K | 0.48% | 57 |
|
|
2024
Q3 | $559K | Sell |
2,041
-100
| -5% | -$27.4K | 0.44% | 71 |
|
|
2024
Q2 | $551K | Sell |
2,141
-20
| -0.9% | -$5.14K | 0.46% | 70 |
|
|
2024
Q1 | $651K | Sell |
2,161
-124
| -5% | -$37.3K | 0.57% | 53 |
|
|
2023
Q4 | $601K | Buy |
2,285
+129
| +6% | +$33.9K | 0.58% | 53 |
|
|
2023
Q3 | $437K | Sell |
2,156
-125
| -5% | -$25.3K | 0.46% | 74 |
|
|
2023
Q2 | $482K | Buy |
2,281
+87
| +4% | +$18.4K | 0.45% | 74 |
|
|
2023
Q1 | $438K | Sell |
2,194
-9
| -0.4% | -$1.8K | 0.45% | 75 |
|
|
2022
Q4 | $292K | Buy |
2,203
+20
| +0.9% | +$2.65K | 0.33% | 95 |
|
|
2022
Q3 | $314K | Buy |
2,183
+33
| +2% | +$4.75K | 0.36% | 91 |
|
|
2022
Q2 | $355K | Sell |
2,150
-30
| -1% | -$4.95K | 0.39% | 80 |
|
|
2022
Q1 | $463K | Buy |
+2,180
| New | +$463K | 0.43% | 75 |
|