Wellspring Financial 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 | $240K | Buy |
881
+131
| +17% | +$35.7K | 0.02% | 136 |
|
|
2025
Q1 | $201K | Sell |
750
-17
| -2% | -$4.56K | 0.02% | 129 |
|
|
2024
Q4 | $257K | Buy |
767
+11
| +1% | +$3.68K | 0.03% | 111 |
|
|
2024
Q3 | $207K | Sell |
756
-90
| -11% | -$24.6K | 0.02% | 149 |
|
|
2024
Q2 | $218K | Sell |
846
-244
| -22% | -$62.8K | 0.03% | 135 |
|
|
2024
Q1 | $328K | Buy |
1,090
+106
| +11% | +$31.9K | 0.05% | 93 |
|
|
2023
Q4 | $259K | Buy |
+984
| New | +$259K | 0.06% | 105 |
|
|
2023
Q3 | – | Sell |
-974
| Closed | -$206K | – | 123 |
|
|
2023
Q2 | $206K | Buy |
+974
| New | +$206K | 0.06% | 100 |
|
|
2022
Q2 | – | Sell |
-917
| Closed | -$195K | – | 110 |
|
|
2022
Q1 | $195K | Sell |
917
-16
| -2% | -$3.4K | 0.06% | 92 |
|
|
2021
Q4 | $237K | Buy |
933
+19
| +2% | +$4.83K | 0.07% | 85 |
|
|
2021
Q3 | $248K | Buy |
914
+18
| +2% | +$4.88K | 0.07% | 85 |
|
|
2021
Q2 | $219K | Buy |
+896
| New | +$219K | 0.07% | 85 |
|
|
2021
Q1 | – | Sell |
-968
| Closed | -$215K | – | 95 |
|
|
2020
Q4 | $215K | Buy |
+968
| New | +$215K | 0.08% | 84 |
|