Warren Street Wealth 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 | $284K | Buy |
1,040
+84
| +9% | +$22.9K | 0.09% | 94 |
|
|
2025
Q1 | $257K | Buy |
956
+60
| +7% | +$16.1K | 0.1% | 88 |
|
|
2024
Q4 | $300K | Buy |
896
+34
| +4% | +$11.4K | 0.12% | 75 |
|
|
2024
Q3 | $236K | Buy |
862
+3
| +0.3% | +$821 | 0.1% | 85 |
|
|
2024
Q2 | $221K | Buy |
859
+20
| +2% | +$5.14K | 0.11% | 89 |
|
|
2024
Q1 | $253K | Buy |
839
+68
| +9% | +$20.5K | 0.13% | 83 |
|
|
2023
Q4 | $203K | Buy |
+771
| New | +$203K | 0.12% | 86 |
|