RWA Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
70,885
+62,510
| +746% | +$17M | 0.24% | 61 |
|
|
2025
Q1 | $2.25M | Sell |
8,375
-2,651
| -24% | -$711K | 0.03% | 231 |
|
|
2024
Q4 | $3.69M | Buy |
11,026
+2,324
| +27% | +$777K | 0.05% | 183 |
|
|
2024
Q3 | $2.38M | Sell |
8,702
-329
| -4% | -$90.1K | 0.03% | 232 |
|
|
2024
Q2 | $2.32M | Sell |
9,031
-10,637
| -54% | -$2.73M | 0.03% | 219 |
|
|
2024
Q1 | $5.92M | Buy |
19,668
+2,019
| +11% | +$608K | 0.08% | 132 |
|
|
2023
Q4 | $4.64M | Buy |
17,649
+15,369
| +674% | +$4.04M | 0.07% | 139 |
|
|
2023
Q3 | $462K | Buy |
+2,280
| New | +$462K | 0.01% | 276 |
|
|
2023
Q2 | – | Sell |
-2,073
| Closed | -$414K | – | 334 |
|
|
2023
Q1 | $414K | Sell |
2,073
-891
| -30% | -$178K | 0.01% | 184 |
|
|
2022
Q4 | $429K | Sell |
2,964
-28
| -0.9% | -$4.06K | 0.01% | 189 |
|
|
2022
Q3 | $430K | Buy |
2,992
+213
| +8% | +$30.6K | 0.03% | 171 |
|
|
2022
Q2 | $459K | Buy |
2,779
+550
| +25% | +$90.8K | 0.03% | 162 |
|
|
2022
Q1 | $473K | Sell |
2,229
-25
| -1% | -$5.31K | 0.03% | 167 |
|
|
2021
Q4 | $573K | Buy |
2,254
+38
| +2% | +$9.66K | 0.04% | 162 |
|
|
2021
Q3 | $601K | Sell |
2,216
-67
| -3% | -$18.2K | 0.04% | 154 |
|
|
2021
Q2 | $558K | Sell |
2,283
-63
| -3% | -$15.4K | 0.04% | 157 |
|
|
2021
Q1 | $497K | Buy |
2,346
+38
| +2% | +$8.05K | 0.04% | 160 |
|
|
2020
Q4 | $514K | Sell |
2,308
-15
| -0.6% | -$3.34K | 0.05% | 156 |
|
|
2020
Q3 | $584K | Sell |
2,323
-19
| -0.8% | -$4.78K | 0.06% | 140 |
|
|
2020
Q2 | $439K | Buy |
2,342
+33
| +1% | +$6.19K | 0.05% | 153 |
|
|
2020
Q1 | $332K | Sell |
2,309
-261
| -10% | -$37.5K | 0.05% | 155 |
|
|
2019
Q4 | $418K | Buy |
2,570
+200
| +8% | +$32.5K | 0.04% | 174 |
|
|
2019
Q3 | $352K | Buy |
2,370
+150
| +7% | +$22.3K | 0.04% | 181 |
|
|
2019
Q2 | $337K | Hold |
2,220
| – | – | 0.04% | 179 |
|
|
2019
Q1 | $352K | Sell |
2,220
-25
| -1% | -$3.96K | 0.04% | 177 |
|
|
2018
Q4 | $307K | Sell |
2,245
-52
| -2% | -$7.11K | 0.04% | 175 |
|
|
2018
Q3 | $365K | Sell |
2,297
-50
| -2% | -$7.95K | 0.04% | 171 |
|
|
2018
Q2 | $320K | Buy |
2,347
+1,726
| +278% | +$235K | 0.04% | 186 |
|
|
2018
Q1 | $72K | Buy |
+621
| New | +$72K | 0.01% | 297 |
|