WealthBridge Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-799
| Closed | -$219K | – | 202 |
|
|
2024
Q3 | $219K | Buy |
+799
| New | +$219K | 0.06% | 198 |
|
|
2023
Q4 | – | Sell |
-1,109
| Closed | -$225K | – | 183 |
|
|
2023
Q3 | $225K | Buy |
1,109
+11
| +1% | +$2.23K | 0.09% | 155 |
|
|
2023
Q2 | $232K | Buy |
1,098
+17
| +2% | +$3.59K | 0.09% | 160 |
|
|
2023
Q1 | $216K | Buy |
+1,081
| New | +$216K | 0.09% | 178 |
|
|
2022
Q4 | – | Sell |
-2,022
| Closed | -$334K | – | 199 |
|
|
2022
Q3 | $334K | Hold |
2,022
| – | – | 0.14% | 134 |
|
|
2022
Q2 | $334K | Sell |
2,022
-3
| -0.1% | -$496 | 0.14% | 134 |
|
|
2022
Q1 | $430K | Buy |
2,025
+6
| +0.3% | +$1.27K | 0.16% | 112 |
|
|
2021
Q4 | $513K | Sell |
2,019
-110
| -5% | -$27.9K | 0.19% | 100 |
|
|
2021
Q3 | $577K | Sell |
2,129
-113
| -5% | -$30.6K | 0.22% | 91 |
|
|
2021
Q2 | $548K | Buy |
2,242
+2
| +0.1% | +$489 | 0.2% | 91 |
|
|
2021
Q1 | $475K | Buy |
2,240
+38
| +2% | +$8.06K | 0.19% | 92 |
|
|
2020
Q4 | $490K | Buy |
2,202
+9
| +0.4% | +$2K | 0.21% | 84 |
|
|
2020
Q3 | $551K | Buy |
+2,193
| New | +$551K | 0.28% | 71 |
|
|
2019
Q2 | – | Sell |
-864
| Closed | -$135K | – | 263 |
|
|
2019
Q1 | $135K | Buy |
864
+199
| +30% | +$31.1K | 0.09% | 146 |
|
|
2018
Q4 | $91K | Buy |
+665
| New | +$91K | 0.07% | 168 |
|