Semus 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 | $514K | Buy |
1,884
+27
| +1% | +$7.36K | 0.33% | 54 |
|
|
2025
Q1 | $498K | Buy |
1,857
+66
| +4% | +$17.7K | 0.35% | 53 |
|
|
2024
Q4 | $599K | Buy |
1,791
+51
| +3% | +$17.1K | 0.4% | 47 |
|
|
2024
Q3 | $476K | Sell |
1,740
-83
| -5% | -$22.7K | 0.33% | 58 |
|
|
2024
Q2 | $469K | Buy |
1,823
+270
| +17% | +$69.4K | 0.36% | 49 |
|
|
2024
Q1 | $468K | Buy |
1,553
+180
| +13% | +$54.2K | 0.39% | 56 |
|
|
2023
Q4 | $361K | Sell |
1,373
-61
| -4% | -$16.1K | 0.3% | 74 |
|
|
2023
Q3 | $291K | Buy |
1,434
+12
| +0.8% | +$2.43K | 0.27% | 84 |
|
|
2023
Q2 | $300K | Sell |
1,422
-79
| -5% | -$16.7K | 0.28% | 81 |
|
|
2023
Q1 | $300K | Sell |
1,501
-102
| -6% | -$20.4K | 0.32% | 77 |
|
|
2022
Q4 | $213K | Buy |
+1,603
| New | +$213K | 0.26% | 100 |
|