U.S. Capital Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
13,063
-5,213
| -29% | -$1.42M | 0.1% | 207 |
|
|
2025
Q1 | $4.9M | Buy |
18,276
+1,146
| +7% | +$308K | 0.15% | 159 |
|
|
2024
Q4 | $5.73M | Buy |
17,130
+4,706
| +38% | +$1.57M | 0.18% | 139 |
|
|
2024
Q3 | $3.4M | Buy |
12,424
+5,299
| +74% | +$1.45M | 0.12% | 167 |
|
|
2024
Q2 | $1.83M | Buy |
7,125
+94
| +1% | +$24.2K | 0.07% | 254 |
|
|
2024
Q1 | $2.12M | Sell |
7,031
-86
| -1% | -$25.9K | 0.08% | 219 |
|
|
2023
Q4 | $1.87M | Sell |
7,117
-1,309
| -16% | -$344K | 0.07% | 242 |
|
|
2023
Q3 | $1.71M | Buy |
8,426
+1,160
| +16% | +$235K | 0.08% | 227 |
|
|
2023
Q2 | $1.54M | Sell |
7,266
-877
| -11% | -$185K | 0.07% | 255 |
|
|
2023
Q1 | $1.63M | Buy |
8,143
+902
| +12% | +$180K | 0.08% | 235 |
|
|
2022
Q4 | $960K | Sell |
7,241
-507
| -7% | -$67.2K | 0.04% | 334 |
|
|
2022
Q3 | $1.11M | Sell |
7,748
-1,125
| -13% | -$162K | 0.06% | 316 |
|
|
2022
Q2 | $1.46M | Sell |
8,873
-2,179
| -20% | -$360K | 0.06% | 279 |
|
|
2022
Q1 | $2.35M | Sell |
11,052
-248
| -2% | -$52.7K | 0.09% | 219 |
|
|
2021
Q4 | $2.87M | Buy |
11,300
+382
| +3% | +$97.1K | 0.11% | 197 |
|
|
2021
Q3 | $2.96M | Buy |
+10,918
| New | +$2.96M | 0.13% | 186 |
|