Sound Income Strategies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
923
+343
| +59% | +$93.5K | 0.01% | 247 |
|
|
2025
Q1 | $156K | Buy |
580
+8
| +1% | +$2.15K | 0.01% | 326 |
|
|
2024
Q4 | $191K | Sell |
572
-67
| -10% | -$22.4K | 0.01% | 258 |
|
|
2024
Q3 | $175K | Buy |
639
+108
| +20% | +$29.6K | 0.01% | 264 |
|
|
2024
Q2 | $137K | Sell |
531
-284
| -35% | -$73K | 0.01% | 277 |
|
|
2024
Q1 | $245K | Buy |
815
+251
| +45% | +$75.6K | 0.02% | 194 |
|
|
2023
Q4 | $148K | Buy |
564
+132
| +31% | +$34.7K | 0.01% | 230 |
|
|
2023
Q3 | $87.6K | Sell |
432
-12
| -3% | -$2.43K | 0.01% | 224 |
|
|
2023
Q2 | $93.8K | Buy |
444
+30
| +7% | +$6.34K | 0.01% | 225 |
|
|
2023
Q1 | $82.7K | Sell |
414
-50
| -11% | -$9.99K | 0.01% | 225 |
|
|
2022
Q4 | $61.5K | Buy |
464
+21
| +5% | +$2.78K | 0.01% | 242 |
|
|
2022
Q3 | $64K | Buy |
443
+182
| +70% | +$26.3K | 0.01% | 208 |
|
|
2022
Q2 | $43K | Hold |
261
| – | – | 0.01% | 239 |
|
|
2022
Q1 | $55K | Buy |
261
+4
| +2% | +$843 | 0.01% | 224 |
|
|
2021
Q4 | $65K | Sell |
257
-2
| -0.8% | -$506 | 0.01% | 205 |
|
|
2021
Q3 | $70K | Buy |
259
+7
| +3% | +$1.89K | 0.01% | 199 |
|
|
2021
Q2 | $62K | Sell |
252
-561
| -69% | -$138K | 0.01% | 212 |
|
|
2021
Q1 | $172K | Buy |
813
+5
| +0.6% | +$1.06K | 0.03% | 131 |
|
|
2020
Q4 | $180K | Buy |
808
+140
| +21% | +$31.2K | 0.04% | 115 |
|
|
2020
Q3 | $168K | Buy |
668
+90
| +16% | +$22.6K | 0.05% | 99 |
|
|
2020
Q2 | $108K | Buy |
578
+413
| +250% | +$77.2K | 0.03% | 93 |
|
|
2020
Q1 | $24K | Buy |
165
+10
| +6% | +$1.46K | 0.01% | 212 |
|
|
2019
Q4 | $25K | Buy |
155
+75
| +94% | +$12.1K | 0.01% | 209 |
|
|
2019
Q3 | $12K | Buy |
80
+36
| +82% | +$5.4K | ﹤0.01% | 283 |
|
|
2019
Q2 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 379 |
|