Spartan Planning & Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-932
| Closed | -$250K | – | 80 |
|
|
2025
Q1 | $250K | Sell |
932
-871
| -48% | -$234K | 0.24% | 57 |
|
|
2024
Q4 | $603K | Buy |
+1,803
| New | +$603K | 0.55% | 36 |
|
|
2023
Q4 | $412K | Buy |
1,567
+625
| +66% | +$164K | 0.44% | 31 |
|
|
2023
Q3 | $191K | Buy |
+942
| New | +$191K | 0.22% | 64 |
|
|
2022
Q4 | $133 | Hold |
1
| – | – | ﹤0.01% | 160 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 84 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 106 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 135 |
|