Tower Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,470
| Closed | -$394K | – | 87 |
|
|
2025
Q1 | $394K | Buy |
1,470
+603
| +70% | +$162K | 0.21% | 49 |
|
|
2024
Q4 | $290K | Sell |
867
-13
| -1% | -$4.35K | 0.15% | 57 |
|
|
2024
Q3 | $241K | Sell |
880
-3
| -0.3% | -$821 | 0.14% | 60 |
|
|
2024
Q2 | $227K | Buy |
883
+13
| +1% | +$3.34K | 0.14% | 59 |
|
|
2024
Q1 | $262K | Buy |
870
+17
| +2% | +$5.12K | 0.17% | 49 |
|
|
2023
Q4 | $224K | Buy |
+853
| New | +$224K | 0.16% | 52 |
|
|
2022
Q1 | – | Sell |
-825
| Closed | -$210K | – | 51 |
|
|
2021
Q4 | $210K | Hold |
825
| – | – | 0.21% | 48 |
|
|
2021
Q3 | $224K | Sell |
825
-597
| -42% | -$162K | 0.24% | 46 |
|
|
2021
Q2 | $347K | Hold |
1,422
| – | – | 0.38% | 33 |
|
|
2021
Q1 | $301K | Hold |
1,422
| – | – | 0.39% | 39 |
|
|
2020
Q4 | $316K | Buy |
+1,422
| New | +$316K | 0.36% | 31 |
|