Venturi Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
9,743
-518
| -5% | -$141K | 0.13% | 97 |
|
|
2025
Q1 | $2.75M | Buy |
10,261
+342
| +3% | +$91.8K | 0.14% | 85 |
|
|
2024
Q4 | $3.32M | Buy |
9,919
+1,654
| +20% | +$553K | 0.16% | 80 |
|
|
2024
Q3 | $2.26M | Buy |
8,265
+1,182
| +17% | +$324K | 0.12% | 102 |
|
|
2024
Q2 | $1.82M | Buy |
7,083
+1,440
| +26% | +$370K | 0.11% | 114 |
|
|
2024
Q1 | $1.7M | Buy |
5,643
+142
| +3% | +$42.8K | 0.11% | 110 |
|
|
2023
Q4 | $1.45M | Buy |
5,501
+456
| +9% | +$120K | 0.1% | 115 |
|
|
2023
Q3 | $1.02M | Buy |
5,045
+35
| +0.7% | +$7.1K | 0.08% | 151 |
|
|
2023
Q2 | $1.06M | Buy |
5,010
+1,981
| +65% | +$419K | 0.09% | 141 |
|
|
2023
Q1 | $605K | Buy |
3,029
+208
| +7% | +$41.6K | 0.05% | 217 |
|
|
2022
Q4 | $374K | Sell |
2,821
-93
| -3% | -$12.3K | 0.03% | 255 |
|
|
2022
Q3 | $419K | Buy |
2,914
+1,242
| +74% | +$179K | 0.04% | 238 |
|
|
2022
Q2 | $276K | Sell |
1,672
-485
| -22% | -$80.1K | 0.02% | 279 |
|
|
2022
Q1 | $458K | Buy |
2,157
+268
| +14% | +$56.9K | 0.04% | 246 |
|
|
2021
Q4 | $480K | Sell |
1,889
-21
| -1% | -$5.34K | 0.04% | 255 |
|
|
2021
Q3 | $518K | Sell |
1,910
-537
| -22% | -$146K | 0.04% | 235 |
|
|
2021
Q2 | $598K | Sell |
2,447
-944
| -28% | -$231K | 0.05% | 221 |
|
|
2021
Q1 | $718K | Sell |
3,391
-227
| -6% | -$48.1K | 0.07% | 197 |
|
|
2020
Q4 | $806K | Sell |
3,618
-247
| -6% | -$55K | 0.08% | 166 |
|
|
2020
Q3 | $971K | Buy |
3,865
+1,760
| +84% | +$442K | 0.11% | 134 |
|
|
2020
Q2 | $394K | Buy |
+2,105
| New | +$394K | 0.05% | 206 |
|
|
2019
Q1 | – | Sell |
-1,796
| Closed | -$234K | – | 248 |
|
|
2018
Q4 | $234K | Buy |
+1,796
| New | +$234K | 0.04% | 234 |
|