Western 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 | $3.17M | Sell |
11,643
-407
| -3% | -$111K | 0.19% | 103 |
|
|
2025
Q1 | $3.23M | Buy |
12,050
+736
| +7% | +$198K | 0.21% | 95 |
|
|
2024
Q4 | $3.78M | Sell |
11,314
-1,604
| -12% | -$536K | 0.25% | 80 |
|
|
2024
Q3 | $3.54M | Buy |
12,918
+2,060
| +19% | +$564K | 0.2% | 99 |
|
|
2024
Q2 | $2.79M | Buy |
10,858
+771
| +8% | +$198K | 0.21% | 98 |
|
|
2024
Q1 | $3.04M | Buy |
10,087
+2,088
| +26% | +$629K | 0.24% | 84 |
|
|
2023
Q4 | $2.1M | Buy |
7,999
+1,400
| +21% | +$368K | 0.15% | 144 |
|
|
2023
Q3 | $1.34M | Buy |
6,599
+373
| +6% | +$75.6K | 0.11% | 186 |
|
|
2023
Q2 | $1.32M | Buy |
6,226
+414
| +7% | +$87.5K | 0.11% | 190 |
|
|
2023
Q1 | $1.16M | Buy |
5,812
+233
| +4% | +$46.5K | 0.11% | 201 |
|
|
2022
Q4 | $740K | Sell |
5,579
-2,561
| -31% | -$340K | 0.08% | 276 |
|
|
2022
Q3 | $1.17M | Buy |
8,140
+3,298
| +68% | +$472K | 0.07% | 272 |
|
|
2022
Q2 | $793K | Sell |
4,842
-4,492
| -48% | -$736K | 0.05% | 354 |
|
|
2022
Q1 | $1.98M | Buy |
9,334
+2,500
| +37% | +$531K | 0.1% | 209 |
|
|
2021
Q4 | $1.74M | Buy |
+6,834
| New | +$1.74M | 0.17% | 132 |
|
|
2021
Q2 | $1.8M | Sell |
7,421
-772
| -9% | -$187K | 0.19% | 124 |
|
|
2021
Q1 | $1.74M | Sell |
8,193
-298
| -4% | -$63.1K | 0.23% | 95 |
|
|
2020
Q4 | $1.89M | Buy |
8,491
+2,337
| +38% | +$520K | 0.28% | 88 |
|
|
2020
Q3 | $1.55M | Sell |
6,154
-1,126
| -15% | -$283K | 0.25% | 99 |
|
|
2020
Q2 | $1.36M | Buy |
7,280
+2,310
| +46% | +$433K | 0.25% | 99 |
|
|
2020
Q1 | $711K | Buy |
4,970
+1,126
| +29% | +$161K | 0.16% | 139 |
|
|
2019
Q4 | $625K | Sell |
3,844
-55
| -1% | -$8.94K | 0.09% | 208 |
|
|
2019
Q3 | $582K | Sell |
3,899
-501
| -11% | -$74.8K | 0.12% | 194 |
|
|
2019
Q2 | $672K | Buy |
4,400
+103
| +2% | +$15.7K | 0.09% | 186 |
|
|
2019
Q1 | $683K | Sell |
4,297
-356
| -8% | -$56.6K | 0.15% | 157 |
|
|
2018
Q4 | $638K | Buy |
+4,653
| New | +$638K | 0.17% | 149 |
|