SteelPeak Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
6,440
-15,222
| -70% | -$4.18M | 0.07% | 199 |
|
|
2025
Q1 | $5.81M | Buy |
21,662
+4,686
| +28% | +$1.26M | 0.24% | 90 |
|
|
2024
Q4 | $5.68M | Sell |
16,976
-755
| -4% | -$253K | 0.23% | 83 |
|
|
2024
Q3 | $4.86M | Sell |
17,731
-81,694
| -82% | -$22.4M | 0.21% | 90 |
|
|
2024
Q2 | $25.6M | Buy |
99,425
+8,254
| +9% | +$2.12M | 1.18% | 19 |
|
|
2024
Q1 | $27.5M | Sell |
91,171
-3,238
| -3% | -$977K | 1.38% | 13 |
|
|
2023
Q4 | $24.8M | Sell |
94,409
-20,293
| -18% | -$5.34M | 1.44% | 15 |
|
|
2023
Q3 | $23.3M | Sell |
114,702
-278
| -0.2% | -$56.4K | 1.46% | 12 |
|
|
2023
Q2 | $24.3M | Sell |
114,980
-8,496
| -7% | -$1.79M | 1.44% | 13 |
|
|
2023
Q1 | $24.7M | Sell |
123,476
-1,257
| -1% | -$251K | 1.67% | 12 |
|
|
2022
Q4 | $16.5M | Sell |
124,733
-958
| -0.8% | -$127K | 1.21% | 17 |
|
|
2022
Q3 | $18.1M | Buy |
125,691
+1,644
| +1% | +$236K | 1.35% | 13 |
|
|
2022
Q2 | $20.5M | Buy |
124,047
+98,895
| +393% | +$16.3M | 1.47% | 14 |
|
|
2022
Q1 | $5.34M | Buy |
25,152
+5,001
| +25% | +$1.06M | 0.3% | 72 |
|
|
2021
Q4 | $5.12M | Sell |
20,151
-2,025
| -9% | -$515K | 0.29% | 76 |
|
|
2021
Q3 | $6.02M | Buy |
22,176
+676
| +3% | +$183K | 0.4% | 68 |
|
|
2021
Q2 | $5.25M | Buy |
21,500
+619
| +3% | +$151K | 0.37% | 65 |
|
|
2021
Q1 | $4.42M | Sell |
20,881
-958
| -4% | -$203K | 0.35% | 67 |
|
|
2020
Q4 | $4.86M | Sell |
21,839
-12,373
| -36% | -$2.75M | 0.44% | 58 |
|
|
2020
Q3 | $8.6M | Buy |
34,212
+25,075
| +274% | +$6.3M | 0.92% | 25 |
|
|
2020
Q2 | $1.71M | Sell |
9,137
-505
| -5% | -$94.6K | 0.22% | 86 |
|
|
2020
Q1 | $1.39M | Sell |
9,642
-912
| -9% | -$131K | 0.22% | 95 |
|
|
2019
Q4 | $1.72M | Buy |
+10,554
| New | +$1.72M | 0.24% | 88 |
|