Tempus Wealth Planning’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
1,434
+130
| +10% | +$35.4K | 0.1% | 183 |
|
|
2025
Q1 | $350K | Hold |
1,304
| – | – | 0.1% | 186 |
|
|
2024
Q4 | $436K | Buy |
1,304
+1
| +0.1% | +$334 | 0.13% | 158 |
|
|
2024
Q3 | $357K | Buy |
1,303
+207
| +19% | +$56.7K | 0.13% | 155 |
|
|
2024
Q2 | $282K | Buy |
1,096
+159
| +17% | +$40.9K | 0.12% | 163 |
|
|
2024
Q1 | $282K | Buy |
937
+50
| +6% | +$15.1K | 0.12% | 160 |
|
|
2023
Q4 | $233K | Buy |
+887
| New | +$233K | 0.1% | 170 |
|