Stegent Equity 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 | $426K | Buy |
1,562
+345
| +28% | +$94.1K | 0.38% | 85 |
|
|
2025
Q1 | $327K | Sell |
1,217
-1
| -0.1% | -$268 | 0.33% | 83 |
|
|
2024
Q4 | $407K | Buy |
1,218
+11
| +0.9% | +$3.68K | 0.41% | 62 |
|
|
2024
Q3 | $330K | Buy |
+1,207
| New | +$330K | 0.36% | 65 |
|
|
2024
Q2 | – | Sell |
-848
| Closed | -$255K | – | 83 |
|
|
2024
Q1 | $255K | Buy |
+848
| New | +$255K | 0.26% | 77 |
|