Total Clarity Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
926
+240
| +35% | +$65.4K | 0.07% | 233 |
|
|
2025
Q1 | $229K | Hold |
686
| – | – | 0.07% | 230 |
|
|
2024
Q4 | $229K | Buy |
+686
| New | +$229K | 0.07% | 230 |
|
|
2024
Q2 | – | Sell |
-815
| Closed | -$245K | – | 259 |
|
|
2024
Q1 | $245K | Buy |
815
+49
| +6% | +$14.8K | 0.09% | 232 |
|
|
2023
Q4 | $202K | Buy |
+766
| New | +$202K | 0.08% | 224 |
|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$198K | – | 360 |
|
|
2022
Q2 | $198K | Sell |
1,200
-124
| -9% | -$20.5K | 0.1% | 205 |
|
|
2022
Q1 | $281K | Buy |
1,324
+33
| +3% | +$7K | 0.15% | 170 |
|
|
2021
Q4 | $328K | Buy |
1,291
+60
| +5% | +$15.2K | 0.15% | 149 |
|
|
2021
Q3 | $334K | Buy |
+1,231
| New | +$334K | 0.16% | 144 |
|
|
2021
Q2 | – | Sell |
-795
| Closed | -$168K | – | 297 |
|
|
2021
Q1 | $168K | Buy |
+795
| New | +$168K | 0.1% | 190 |
|
|
2020
Q1 | – | Sell |
-635
| Closed | -$103K | – | 190 |
|
|
2019
Q4 | $103K | Buy |
+635
| New | +$103K | 0.08% | 183 |
|