WBH Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
2,206
+24
| +1% | +$6.55K | 0.05% | 206 |
|
|
2025
Q1 | $586K | Sell |
2,182
-2
| -0.1% | -$537 | 0.05% | 191 |
|
|
2024
Q4 | $730K | Buy |
2,184
+20
| +0.9% | +$6.69K | 0.07% | 180 |
|
|
2024
Q3 | $592K | Sell |
2,164
-123
| -5% | -$33.7K | 0.06% | 197 |
|
|
2024
Q2 | $588K | Sell |
2,287
-5
| -0.2% | -$1.29K | 0.06% | 192 |
|
|
2024
Q1 | $690K | Buy |
2,292
+130
| +6% | +$39.2K | 0.07% | 185 |
|
|
2023
Q4 | $569K | Buy |
2,162
+268
| +14% | +$70.5K | 0.06% | 197 |
|
|
2023
Q3 | $384K | Buy |
1,894
+732
| +63% | +$148K | 0.05% | 228 |
|
|
2023
Q2 | $245K | Hold |
1,162
| – | – | 0.03% | 273 |
|
|
2023
Q1 | $232K | Buy |
+1,162
| New | +$232K | 0.03% | 284 |
|
|
2022
Q3 | – | Sell |
-1,945
| Closed | -$339K | – | 291 |
|
|
2022
Q2 | $339K | Buy |
1,945
+583
| +43% | +$102K | 0.05% | 236 |
|
|
2022
Q1 | $253K | Hold |
1,362
| – | – | 0.03% | 279 |
|
|
2021
Q4 | $346K | Hold |
1,362
| – | – | 0.04% | 250 |
|
|
2021
Q3 | $369K | Sell |
1,362
-300
| -18% | -$81.3K | 0.05% | 227 |
|
|
2021
Q2 | $412K | Sell |
1,662
-30
| -2% | -$7.44K | 0.06% | 198 |
|
|
2021
Q1 | $358K | Hold |
1,692
| – | – | 0.06% | 208 |
|
|
2020
Q4 | $378K | Buy |
1,692
+100
| +6% | +$22.3K | 0.07% | 195 |
|
|
2020
Q3 | $400K | Sell |
1,592
-35
| -2% | -$8.79K | 0.08% | 177 |
|
|
2020
Q2 | $304K | Buy |
+1,627
| New | +$304K | 0.07% | 195 |
|