Stephens Consulting’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36K | Buy |
16
+6
| +60% | +$1.64K | ﹤0.01% | 398 |
|
|
2025
Q1 | $2.68K | Sell |
10
-105
| -91% | -$28.2K | ﹤0.01% | 421 |
|
|
2024
Q4 | $38.4K | Hold |
115
| – | – | 0.01% | 206 |
|
|
2024
Q3 | $31.5K | Sell |
115
-14
| -11% | -$3.83K | 0.01% | 221 |
|
|
2024
Q2 | $33.2K | Buy |
129
+125
| +3,125% | +$32.1K | 0.01% | 214 |
|
|
2024
Q1 | $1.21K | Hold |
4
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $1.05K | Hold |
4
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $812 | Hold |
4
| – | – | ﹤0.01% | 466 |
|
|
2023
Q2 | $846 | Hold |
4
| – | – | ﹤0.01% | 470 |
|
|
2023
Q1 | $800 | Hold |
4
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $530 | Hold |
4
| – | – | ﹤0.01% | 478 |
|
|
2022
Q3 | $575 | Hold |
4
| – | – | ﹤0.01% | 534 |
|
|
2022
Q2 | $660 | Hold |
4
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $849 | Sell |
4
-47
| -92% | -$9.98K | ﹤0.01% | 530 |
|
|
2021
Q4 | $13K | Buy |
+51
| New | +$13K | 0.01% | 349 |
|