Wallace Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
972
+2
| +0.2% | +$537 | 0.19% | 149 |
|
|
2025
Q1 | $324K | Hold |
970
| – | – | 0.22% | 130 |
|
|
2024
Q4 | $265K | Sell |
970
-3,556
| -79% | -$973K | 0.18% | 147 |
|
|
2024
Q3 | $1.16M | Sell |
4,526
-82
| -2% | -$21.1K | 0.85% | 25 |
|
|
2024
Q2 | $1.18M | Sell |
4,608
-45
| -1% | -$11.6K | 0.85% | 25 |
|
|
2024
Q1 | $1.22M | Sell |
4,653
-62
| -1% | -$16.3K | 0.92% | 22 |
|
|
2023
Q4 | $956K | Sell |
4,715
-136
| -3% | -$27.6K | 0.75% | 31 |
|
|
2023
Q3 | $1.02M | Sell |
4,851
-1,384
| -22% | -$292K | 0.74% | 32 |
|
|
2023
Q2 | $1.25M | Hold |
6,235
| – | – | 0.95% | 23 |
|
|
2023
Q1 | $1.25M | Buy |
6,235
+1,609
| +35% | +$321K | 0.95% | 23 |
|
|
2022
Q4 | $613K | Buy |
+4,626
| New | +$613K | 0.48% | 47 |
|