Watershed 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
Q2 | $832K | Sell |
3,051
-13
| -0.4% | -$3.55K | 0.3% | 53 |
|
|
2025
Q1 | $822K | Hold |
3,064
| – | – | 0.33% | 50 |
|
|
2024
Q4 | $1.02M | Sell |
3,064
-397
| -11% | -$133K | 0.4% | 46 |
|
|
2024
Q3 | $947K | Hold |
3,461
| – | – | 0.38% | 49 |
|
|
2024
Q2 | $890K | Sell |
3,461
-1
| -0% | -$257 | 0.38% | 49 |
|
|
2024
Q1 | $1.04M | Hold |
3,462
| – | – | 0.46% | 48 |
|
|
2023
Q4 | $911K | Buy |
3,462
+356
| +11% | +$93.7K | 0.5% | 50 |
|
|
2023
Q3 | $630K | Hold |
3,106
| – | – | 0.39% | 55 |
|
|
2023
Q2 | $656K | Sell |
3,106
-206
| -6% | -$43.5K | 0.4% | 49 |
|
|
2023
Q1 | $662K | Buy |
3,312
+1
| +0% | +$200 | 0.45% | 47 |
|
|
2022
Q4 | $439K | Buy |
+3,311
| New | +$439K | 0.33% | 56 |
|