Vawter 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 | $245K | Sell |
900
-26
| -3% | -$7.09K | 2.77% | 19 |
|
|
2025
Q1 | $249K | Buy |
926
+15
| +2% | +$4.03K | 0.14% | 85 |
|
|
2024
Q4 | $305K | Sell |
911
-232
| -20% | -$77.6K | 0.18% | 75 |
|
|
2024
Q3 | $313K | Hold |
1,143
| – | – | 0.19% | 74 |
|
|
2024
Q2 | $294K | Hold |
1,143
| – | – | 0.2% | 70 |
|
|
2024
Q1 | $344K | Hold |
1,143
| – | – | 0.25% | 55 |
|
|
2023
Q4 | $301K | Buy |
+1,143
| New | +$301K | 0.24% | 56 |
|
|
2023
Q3 | – | Sell |
-1,143
| Closed | -$241K | – | 62 |
|
|
2023
Q2 | $241K | Hold |
1,143
| – | – | 0.21% | 64 |
|
|
2023
Q1 | $228K | Buy |
+1,143
| New | +$228K | 0.23% | 53 |
|