Wambolt & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
987
+15
| +2% | +$4.08K | 0.09% | 155 |
|
|
2025
Q1 | $263K | Sell |
972
-55
| -5% | -$14.9K | 0.09% | 158 |
|
|
2024
Q4 | $343K | Hold |
1,027
| – | – | 0.11% | 141 |
|
|
2024
Q3 | $278K | Sell |
1,027
-2
| -0.2% | -$542 | 0.08% | 171 |
|
|
2024
Q2 | $264K | Sell |
1,029
-218
| -17% | -$55.9K | 0.08% | 177 |
|
|
2024
Q1 | $377K | Sell |
1,247
-900,023
| -100% | -$272M | 0.11% | 160 |
|
|
2023
Q4 | $1.23M | Buy |
901,270
+22
| +0% | +$30 | 0.4% | 83 |
|
|
2023
Q3 | $1.15M | Buy |
901,248
+4
| +0% | +$5 | 0.42% | 79 |
|
|
2023
Q2 | $1.16M | Buy |
901,244
+167
| +0% | +$215 | 0.41% | 87 |
|
|
2023
Q1 | $1.11M | Sell |
901,077
-48
| -0% | -$59 | 0.39% | 97 |
|
|
2022
Q4 | $1.05M | Sell |
901,125
-440
| -0% | -$512 | 0.4% | 97 |
|
|
2022
Q3 | $1.13M | Sell |
901,565
-74
| -0% | -$92 | 0.48% | 80 |
|
|
2022
Q2 | $1.17M | Sell |
901,639
-35
| -0% | -$45 | 0.47% | 78 |
|
|
2022
Q1 | $1.26M | Buy |
901,674
+121
| +0% | +$168 | 0.46% | 84 |
|
|
2021
Q4 | $1.3M | Buy |
901,553
+976
| +0.1% | +$1.4K | 0.47% | 77 |
|
|
2021
Q3 | $1.06M | Buy |
+900,577
| New | +$1.06M | 0.42% | 86 |
|