Strategic Planning Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
16,273
+1,156
| +8% | +$315K | 0.72% | 55 |
|
|
2025
Q1 | $4.06M | Sell |
15,117
-902
| -6% | -$242K | 0.79% | 48 |
|
|
2024
Q4 | $5.36M | Buy |
16,019
+142
| +0.9% | +$47.5K | 0.98% | 28 |
|
|
2024
Q3 | $4.35M | Buy |
15,877
+652
| +4% | +$178K | 0.86% | 38 |
|
|
2024
Q2 | $3.91M | Buy |
15,225
+5,642
| +59% | +$1.45M | 0.86% | 33 |
|
|
2024
Q1 | $2.89M | Buy |
9,583
+1,317
| +16% | +$397K | 0.72% | 40 |
|
|
2023
Q4 | $2.18M | Buy |
+8,266
| New | +$2.18M | 0.72% | 46 |
|