Western Pacific Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
1,942
-154
| -7% | -$42K | 0.51% | 22 |
|
|
2025
Q1 | $562K | Sell |
2,096
-32
| -2% | -$8.59K | 0.51% | 20 |
|
|
2024
Q4 | $711K | Buy |
2,128
+12
| +0.6% | +$4.01K | 0.57% | 16 |
|
|
2024
Q3 | $579K | Sell |
2,116
-2,573
| -55% | -$704K | 0.39% | 20 |
|
|
2024
Q2 | $1.21M | Sell |
4,689
-85
| -2% | -$21.9K | 0.91% | 14 |
|
|
2024
Q1 | $1.44M | Buy |
4,774
+178
| +4% | +$53.6K | 1.04% | 13 |
|
|
2023
Q4 | $1.21M | Hold |
4,596
| – | – | 0.88% | 14 |
|
|
2023
Q3 | $932K | Buy |
4,596
+65
| +1% | +$13.2K | 0.77% | 14 |
|
|
2023
Q2 | $957K | Sell |
4,531
-14
| -0.3% | -$2.96K | 0.73% | 13 |
|
|
2023
Q1 | $908K | Buy |
4,545
+53
| +1% | +$10.6K | 0.69% | 11 |
|
|
2022
Q4 | $596K | Buy |
4,492
+151
| +3% | +$20K | 0.5% | 12 |
|
|
2022
Q3 | $624K | Buy |
4,341
+352
| +9% | +$50.6K | 0.62% | 15 |
|
|
2022
Q2 | $658K | Sell |
3,989
-2
| -0.1% | -$330 | 0.64% | 13 |
|
|
2022
Q1 | $847K | Buy |
3,991
+1
| +0% | +$212 | 0.62% | 13 |
|
|
2021
Q4 | $1.01M | Buy |
+3,990
| New | +$1.01M | 0.65% | 13 |
|