Warther Private Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-843
| Closed | -$282K | – | 67 |
|
|
2024
Q4 | $282K | Sell |
843
-74
| -8% | -$24.7K | 0.09% | 64 |
|
|
2024
Q3 | $251K | Sell |
917
-100
| -10% | -$27.4K | 0.09% | 74 |
|
|
2024
Q2 | $261K | Hold |
1,017
| – | – | 0.1% | 69 |
|
|
2024
Q1 | $306K | Buy |
+1,017
| New | +$306K | 0.14% | 46 |
|
|
2022
Q2 | – | Sell |
-3,152
| Closed | -$669K | – | 113 |
|
|
2022
Q1 | $669K | Buy |
3,152
+224
| +8% | +$47.5K | 0.44% | 65 |
|
|
2021
Q4 | $748K | Buy |
2,928
+39
| +1% | +$9.96K | 0.56% | 50 |
|
|
2021
Q3 | $795K | Buy |
2,889
+194
| +7% | +$53.4K | 0.71% | 39 |
|
|
2021
Q2 | $660K | Buy |
+2,695
| New | +$660K | 0.64% | 44 |
|