Wealth Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,375
| Closed | -$369K | – | 110 |
|
|
2025
Q1 | $369K | Buy |
1,375
+62
| +5% | +$16.6K | 0.24% | 88 |
|
|
2024
Q4 | $439K | Buy |
1,313
+10
| +0.8% | +$3.34K | 0.28% | 82 |
|
|
2024
Q3 | $357K | Buy |
1,303
+66
| +5% | +$18.1K | 0.24% | 101 |
|
|
2024
Q2 | $318K | Buy |
1,237
+10
| +0.8% | +$2.57K | 0.23% | 109 |
|
|
2024
Q1 | $370K | Buy |
+1,227
| New | +$370K | 0.28% | 89 |
|