Trek Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
4,770
+3,305
| +226% | +$901K | 0.09% | 190 |
|
|
2025
Q1 | $393K | Sell |
1,465
-9,775
| -87% | -$2.62M | 0.03% | 270 |
|
|
2024
Q4 | $3.76M | Buy |
11,240
+10,492
| +1,403% | +$3.51M | 0.28% | 99 |
|
|
2024
Q3 | $205K | Buy |
+748
| New | +$205K | 0.02% | 377 |
|
|
2024
Q2 | – | Sell |
-1,760
| Closed | -$530K | – | 405 |
|
|
2024
Q1 | $530K | Buy |
1,760
+906
| +106% | +$273K | 0.04% | 225 |
|
|
2023
Q4 | $225K | Buy |
+854
| New | +$225K | 0.02% | 276 |
|
|
2022
Q3 | – | Sell |
-1,484
| Closed | -$245K | – | 215 |
|
|
2022
Q2 | $245K | Buy |
1,484
+504
| +51% | +$83.2K | 0.03% | 186 |
|
|
2022
Q1 | $208K | Buy |
+980
| New | +$208K | 0.02% | 216 |
|