Western Financial Corp’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,053
| Closed | -$317K | – | 118 |
|
|
2024
Q1 | $317K | Buy |
1,053
+89
| +9% | +$26.8K | 0.19% | 99 |
|
|
2023
Q4 | $254K | Buy |
+964
| New | +$254K | 0.17% | 103 |
|
|
2021
Q2 | – | Sell |
-4,512
| Closed | -$956K | – | 94 |
|
|
2021
Q1 | $956K | Buy |
4,512
+508
| +13% | +$108K | 0.58% | 29 |
|
|
2020
Q4 | $891K | Buy |
+4,004
| New | +$891K | 0.59% | 24 |
|