WBI Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
4,697
+3,572
| +318% | +$974K | 0.33% | 86 |
|
|
2025
Q1 | $302K | Sell |
1,125
-3,944
| -78% | -$1.06M | 0.08% | 180 |
|
|
2024
Q4 | $1.69M | Buy |
5,069
+1,791
| +55% | +$599K | 0.42% | 77 |
|
|
2024
Q3 | $897K | Buy |
+3,278
| New | +$897K | 0.22% | 110 |
|
|
2023
Q3 | – | Sell |
-2,247
| Closed | -$475K | – | 194 |
|
|
2023
Q2 | $475K | Buy |
+2,247
| New | +$475K | 0.09% | 144 |
|