Summit Wealth Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-976
| Closed | -$326K | – | 101 |
|
|
2024
Q4 | $326K | Hold |
976
| – | – | 0.09% | 73 |
|
|
2024
Q3 | $267K | Hold |
976
| – | – | 0.08% | 82 |
|
|
2024
Q2 | $251K | Buy |
976
+11
| +1% | +$2.83K | 0.08% | 80 |
|
|
2024
Q1 | $291K | Hold |
965
| – | – | 0.2% | 31 |
|
|
2023
Q4 | $254K | Buy |
+965
| New | +$254K | 0.2% | 34 |
|
|
2023
Q3 | – | Sell |
-965
| Closed | -$204K | – | 44 |
|
|
2023
Q2 | $204K | Sell |
965
-191,823
| -99% | -$40.6M | 0.08% | 74 |
|
|
2023
Q1 | $1K | Buy |
+192,788
| New | +$1K | 0.02% | 112 |
|
|
2021
Q3 | – | Sell |
-318
| Closed | -$78K | – | 83 |
|
|
2021
Q2 | $78K | Hold |
318
| – | – | 0.12% | 43 |
|
|
2021
Q1 | $67K | Buy |
+318
| New | +$67K | 0.11% | 37 |
|