Ten Capital Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $327K | Buy |
1,552
+177
| +13% | +$37.3K | 0.09% | 90 |
|
|
2023
Q1 | $275K | Buy |
1,375
+1,296
| +1,641% | +$259K | 0.09% | 85 |
|
|
2022
Q4 | $10.5K | Sell |
79
-170
| -68% | -$22.5K | ﹤0.01% | 303 |
|
|
2022
Q3 | $36K | Hold |
249
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $41K | Sell |
249
-50
| -17% | -$8.23K | 0.02% | 159 |
|
|
2022
Q1 | $63K | Sell |
299
-30
| -9% | -$6.32K | 0.03% | 135 |
|
|
2021
Q4 | $84K | Buy |
329
+125
| +61% | +$31.9K | 0.03% | 101 |
|
|
2021
Q3 | $55K | Sell |
204
-13
| -6% | -$3.51K | 0.03% | 125 |
|
|
2021
Q2 | $53K | Buy |
217
+30
| +16% | +$7.33K | 0.01% | 179 |
|
|
2021
Q1 | $39K | Hold |
187
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $42K | Buy |
+187
| New | +$42K | 0.01% | 176 |
|