Strategic Wealth Investment 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 | $914K | Buy |
3,352
+324
| +11% | +$88.3K | 1.32% | 29 |
|
|
2025
Q1 | $813K | Sell |
3,028
-45,592
| -94% | -$12.2M | 1.41% | 30 |
|
|
2024
Q4 | $16.3M | Sell |
48,620
-2,242
| -4% | -$750K | 1.8% | 18 |
|
|
2024
Q3 | $13.8M | Sell |
50,862
-5,079
| -9% | -$1.38M | 1.48% | 19 |
|
|
2024
Q2 | $14.3M | Buy |
+55,941
| New | +$14.3M | 1.81% | 16 |
|
|
2023
Q4 | $15.2M | Buy |
57,720
+5,486
| +11% | +$1.44M | 2.28% | 13 |
|
|
2023
Q3 | $10.6M | Buy |
52,234
+5,059
| +11% | +$1.03M | 1.92% | 14 |
|
|
2023
Q2 | $9.97M | Buy |
47,175
+3,219
| +7% | +$680K | 1.58% | 20 |
|
|
2023
Q1 | $8.78M | Buy |
43,956
+6,615
| +18% | +$1.32M | 1.63% | 18 |
|
|
2022
Q4 | $5.43M | Buy |
37,341
+6,671
| +22% | +$970K | 1.26% | 23 |
|
|
2022
Q3 | $4.41M | Buy |
30,670
+2,601
| +9% | +$374K | 1.27% | 19 |
|
|
2022
Q2 | $4.63M | Buy |
28,069
+1,887
| +7% | +$311K | 1.16% | 18 |
|
|
2022
Q1 | $5.56M | Buy |
26,182
+4,929
| +23% | +$1.05M | 1.33% | 18 |
|
|
2021
Q4 | $5.4M | Buy |
21,253
+1,945
| +10% | +$494K | 1.4% | 17 |
|
|
2021
Q3 | $5.25M | Buy |
19,308
+4,146
| +27% | +$1.13M | 1.57% | 14 |
|
|
2021
Q2 | $3.7M | Buy |
15,162
+4,591
| +43% | +$1.12M | 1.31% | 18 |
|
|
2021
Q1 | $2.24M | Buy |
10,571
+2,641
| +33% | +$560K | 1.07% | 25 |
|
|
2020
Q4 | $1.77M | Sell |
7,930
-17
| -0.2% | -$3.78K | 1.03% | 27 |
|
|
2020
Q3 | $2M | Buy |
7,947
+658
| +9% | +$165K | 1.5% | 15 |
|
|
2020
Q2 | $1.37M | Buy |
7,289
+658
| +10% | +$123K | 1.34% | 21 |
|
|
2020
Q1 | $955K | Buy |
6,631
+244
| +4% | +$35.1K | 1.56% | 19 |
|
|
2019
Q4 | $1.04M | Buy |
+6,387
| New | +$1.04M | 1.08% | 26 |
|