ViaWealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
5,263
+333
| +7% | +$90.8K | 0.85% | 34 |
|
|
2025
Q1 | $1.32M | Sell |
4,930
-181
| -4% | -$48.6K | 0.82% | 32 |
|
|
2024
Q4 | $1.71M | Buy |
5,111
+405
| +9% | +$135K | 1.03% | 25 |
|
|
2024
Q3 | $1.29M | Buy |
4,706
+582
| +14% | +$159K | 0.75% | 36 |
|
|
2024
Q2 | $1.06M | Buy |
4,124
+850
| +26% | +$219K | 0.66% | 42 |
|
|
2024
Q1 | $986K | Sell |
3,274
-15
| -0.5% | -$4.52K | 0.62% | 48 |
|
|
2023
Q4 | $865K | Hold |
3,289
| – | – | 0.6% | 46 |
|
|
2023
Q3 | $667K | Hold |
3,289
| – | – | 0.49% | 65 |
|
|
2023
Q2 | $695K | Sell |
3,289
-50
| -1% | -$10.6K | 0.52% | 63 |
|
|
2023
Q1 | $667K | Hold |
3,339
| – | – | 0.53% | 63 |
|
|
2022
Q4 | $491K | Buy |
+3,339
| New | +$491K | 0.4% | 89 |
|