Safeguard Investment Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
1,319
-291
| -18% | -$79.4K | 0.09% | 97 |
|
|
2025
Q1 | $432K | Buy |
1,610
+712
| +79% | +$191K | 0.12% | 77 |
|
|
2024
Q4 | $300K | Sell |
898
-38
| -4% | -$12.7K | 0.08% | 86 |
|
|
2024
Q3 | $256K | Buy |
+936
| New | +$256K | 0.07% | 90 |
|
|
2024
Q2 | – | Sell |
-709
| Closed | -$214K | – | 108 |
|
|
2024
Q1 | $214K | Buy |
+709
| New | +$214K | 0.07% | 95 |
|
|
2021
Q1 | – | Sell |
-370
| Closed | -$82K | – | 199 |
|
|
2020
Q4 | $82K | Buy |
+370
| New | +$82K | 0.07% | 141 |
|