Summit Wealth & Retirement Planning’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,851
| Closed | -$370K | – | 64 |
|
|
2023
Q1 | $370K | Sell |
1,851
-1,157
| -38% | -$231K | 0.14% | 67 |
|
|
2022
Q4 | $399K | Sell |
3,008
-200
| -6% | -$26.5K | 0.16% | 74 |
|
|
2022
Q3 | $461K | Hold |
3,208
| – | – | 0.18% | 66 |
|
|
2022
Q2 | $529K | Sell |
3,208
-55
| -2% | -$9.07K | 0.2% | 64 |
|
|
2022
Q1 | $693K | Sell |
3,263
-135
| -4% | -$28.7K | 0.24% | 56 |
|
|
2021
Q4 | $864K | Sell |
3,398
-218
| -6% | -$55.4K | 0.3% | 48 |
|
|
2021
Q3 | $981K | Buy |
3,616
+78
| +2% | +$21.2K | 0.36% | 43 |
|
|
2021
Q2 | $864K | Sell |
3,538
-165
| -4% | -$40.3K | 0.32% | 48 |
|
|
2021
Q1 | $785K | Sell |
3,703
-55
| -1% | -$11.7K | 0.29% | 54 |
|
|
2020
Q4 | $836K | Buy |
3,758
+25
| +0.7% | +$5.56K | 0.32% | 60 |
|
|
2020
Q3 | $938K | Sell |
3,733
-45
| -1% | -$11.3K | 0.4% | 43 |
|
|
2020
Q2 | $708K | Sell |
3,778
-230
| -6% | -$43.1K | 0.33% | 57 |
|
|
2020
Q1 | $577K | Sell |
4,008
-75
| -2% | -$10.8K | 0.31% | 62 |
|
|
2019
Q4 | $664K | Sell |
4,083
-104
| -2% | -$16.9K | 0.3% | 69 |
|
|
2019
Q3 | $622K | Buy |
+4,187
| New | +$622K | 0.38% | 61 |
|