Semmax 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 | $1.79M | Buy |
7,436
+838
| +13% | +$202K | 0.46% | 69 |
|
|
2025
Q1 | $1.82M | Buy |
6,598
+297
| +5% | +$81.8K | 0.49% | 73 |
|
|
2024
Q4 | $2.08M | Sell |
6,301
-624
| -9% | -$206K | 0.55% | 66 |
|
|
2024
Q3 | $2.36M | Buy |
6,925
+1,954
| +39% | +$667K | 0.65% | 58 |
|
|
2024
Q2 | $1.27M | Buy |
4,971
+2,123
| +75% | +$541K | 0.38% | 74 |
|
|
2024
Q1 | $790K | Buy |
2,848
+304
| +12% | +$84.4K | 0.26% | 87 |
|
|
2023
Q4 | $715K | Buy |
2,544
+192
| +8% | +$54K | 0.26% | 79 |
|
|
2023
Q3 | $506K | Buy |
+2,352
| New | +$506K | 0.2% | 82 |
|
|
2022
Q4 | $201K | Buy |
+1,356
| New | +$201K | 0.08% | 86 |
|
|
2019
Q2 | – | Sell |
-245
| Closed | -$39K | – | 362 |
|
|
2019
Q1 | $39K | Sell |
245
-17
| -6% | -$2.71K | 0.03% | 208 |
|
|
2018
Q4 | $36K | Buy |
+262
| New | +$36K | 0.03% | 213 |
|