TF
TLWM Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
6,896
+58
| +0.8% | +$15.8K | 0.36% | 25 |
|
|
2025
Q1 | $1.84M | Buy |
6,838
+149
| +2% | +$40K | 0.37% | 23 |
|
|
2024
Q4 | $2.24M | Buy |
6,689
+272
| +4% | +$90.9K | 0.44% | 19 |
|
|
2024
Q3 | $1.76M | Buy |
6,417
+1,410
| +28% | +$386K | 0.36% | 21 |
|
|
2024
Q2 | $1.29M | Buy |
5,007
+73
| +1% | +$18.8K | 0.28% | 29 |
|
|
2024
Q1 | $1.49M | Sell |
4,934
-1,879
| -28% | -$566K | 0.33% | 22 |
|
|
2023
Q4 | $1.79M | Buy |
6,813
+23
| +0.3% | +$6.05K | 0.42% | 18 |
|
|
2023
Q3 | $1.38M | Buy |
6,790
+217
| +3% | +$44K | 0.37% | 22 |
|
|
2023
Q2 | $1.39M | Buy |
6,573
+85
| +1% | +$18K | 0.4% | 20 |
|
|
2023
Q1 | $1.3M | Buy |
6,488
+753
| +13% | +$150K | 0.41% | 20 |
|
|
2022
Q4 | $760K | Sell |
5,735
-57,453
| -91% | -$7.62M | 0.28% | 35 |
|
|
2022
Q3 | $5.79M | Buy |
63,188
+56,615
| +861% | +$5.19M | 2.55% | 12 |
|
|
2022
Q2 | $1.08M | Sell |
6,573
-53
| -0.8% | -$8.73K | 0.41% | 17 |
|
|
2022
Q1 | $1.41M | Buy |
6,626
+1,776
| +37% | +$378K | 0.49% | 19 |
|
|
2021
Q4 | $1.23M | Buy |
4,850
+168
| +4% | +$42.7K | 0.41% | 24 |
|
|
2021
Q3 | $1.27M | Buy |
4,682
+206
| +5% | +$55.9K | 0.48% | 18 |
|
|
2021
Q2 | $1.09M | Buy |
4,476
+1,282
| +40% | +$313K | 0.39% | 25 |
|
|
2021
Q1 | $677K | Buy |
3,194
+109
| +4% | +$23.1K | 0.26% | 40 |
|
|
2020
Q4 | $687K | Buy |
3,085
+14
| +0.5% | +$3.12K | 0.27% | 38 |
|
|
2020
Q3 | $713K | Buy |
+3,071
| New | +$713K | 0.34% | 23 |
|