Traveka Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
2,021
+114
| +6% | +$31.1K | 0.29% | 57 |
|
|
2025
Q1 | $512K | Sell |
1,907
-390
| -17% | -$105K | 0.29% | 62 |
|
|
2024
Q4 | $768K | Buy |
2,297
+301
| +15% | +$101K | 0.42% | 49 |
|
|
2024
Q3 | $546K | Buy |
1,996
+77
| +4% | +$21.1K | 0.28% | 57 |
|
|
2024
Q2 | $493K | Sell |
1,919
-8
| -0.4% | -$2.06K | 0.24% | 54 |
|
|
2024
Q1 | $580K | Buy |
1,927
+137
| +8% | +$41.3K | 0.27% | 52 |
|
|
2023
Q4 | $471K | Buy |
+1,790
| New | +$471K | 0.24% | 62 |
|