Wealthstar Advisors’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 |
-757
| Closed | -$203K | – | 143 |
|
|
2025
Q1 | $203K | Sell |
757
-1,112
| -59% | -$298K | 0.09% | 130 |
|
|
2024
Q4 | $625K | Buy |
+1,869
| New | +$625K | 0.27% | 73 |
|
|
2024
Q2 | – | Sell |
-1,192
| Closed | -$359K | – | 52 |
|
|
2024
Q1 | $359K | Buy |
1,192
+74
| +7% | +$22.3K | 0.13% | 101 |
|
|
2023
Q4 | $294K | Buy |
+1,118
| New | +$294K | 0.05% | 105 |
|