Twin City Private 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 | $1M | Buy |
3,678
+1
| +0% | +$273 | 0.82% | 51 |
|
|
2025
Q1 | $987K | Buy |
3,677
+356
| +11% | +$95.5K | 0.87% | 46 |
|
|
2024
Q4 | $1.11M | Buy |
3,321
+97
| +3% | +$32.5K | 0.98% | 40 |
|
|
2024
Q3 | $884K | Buy |
3,224
+874
| +37% | +$240K | 0.77% | 51 |
|
|
2024
Q2 | $604K | Buy |
2,350
+945
| +67% | +$243K | 0.57% | 63 |
|
|
2024
Q1 | $424K | Buy |
+1,405
| New | +$424K | 0.42% | 73 |
|