Verdence Capital 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 | $620K | Buy |
2,275
+57
| +3% | +$15.5K | 0.04% | 348 |
|
|
2025
Q1 | $595K | Buy |
2,218
+83
| +4% | +$22.3K | 0.05% | 334 |
|
|
2024
Q4 | $714K | Sell |
2,135
-39
| -2% | -$13K | 0.06% | 302 |
|
|
2024
Q3 | $595K | Buy |
2,174
+219
| +11% | +$59.9K | 0.05% | 339 |
|
|
2024
Q2 | $503K | Buy |
1,955
+35
| +2% | +$9K | 0.04% | 342 |
|
|
2024
Q1 | $578K | Sell |
1,920
-5
| -0.3% | -$1.51K | 0.05% | 325 |
|
|
2023
Q4 | $506K | Buy |
1,925
+86
| +5% | +$22.6K | 0.05% | 333 |
|
|
2023
Q3 | $373K | Buy |
1,839
+328
| +22% | +$66.5K | 0.04% | 381 |
|
|
2023
Q2 | $319K | Buy |
1,511
+190
| +14% | +$40.1K | 0.04% | 399 |
|
|
2023
Q1 | $264K | Buy |
+1,321
| New | +$264K | 0.03% | 460 |
|