Stiles Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
782
-51
| -6% | -$13.9K | 0.07% | 170 |
|
|
2025
Q1 | $224K | Hold |
833
| – | – | 0.09% | 163 |
|
|
2024
Q4 | $279K | Sell |
833
-119
| -13% | -$39.8K | 0.1% | 154 |
|
|
2024
Q3 | $261K | Sell |
952
-57
| -6% | -$15.6K | 0.09% | 163 |
|
|
2024
Q2 | $260K | Sell |
1,009
-837
| -45% | -$215K | 0.1% | 157 |
|
|
2024
Q1 | $556K | Sell |
1,846
-145
| -7% | -$43.7K | 0.22% | 102 |
|
|
2023
Q4 | $524K | Sell |
1,991
-335
| -14% | -$88.2K | 0.24% | 100 |
|
|
2023
Q3 | $472K | Sell |
2,326
-900
| -28% | -$183K | 0.24% | 103 |
|
|
2023
Q2 | $682K | Sell |
3,226
-10
| -0.3% | -$2.11K | 0.34% | 83 |
|
|
2023
Q1 | $646K | Sell |
3,236
-340
| -10% | -$67.9K | 0.35% | 85 |
|
|
2022
Q4 | $474K | Sell |
3,576
-230
| -6% | -$30.5K | 0.27% | 98 |
|
|
2022
Q3 | $547K | Sell |
3,806
-35
| -0.9% | -$5.03K | 0.33% | 83 |
|
|
2022
Q2 | $634K | Buy |
3,841
+225
| +6% | +$37.1K | 0.38% | 73 |
|
|
2022
Q1 | $768K | Sell |
3,616
-5
| -0.1% | -$1.06K | 0.38% | 72 |
|
|
2021
Q4 | $920K | Buy |
+3,621
| New | +$920K | 0.44% | 65 |
|