Wetzel Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
1,245
-83
| -6% | -$22.7K | 0.16% | 87 |
|
|
2025
Q1 | $356K | Sell |
1,328
-100
| -7% | -$26.8K | 0.18% | 82 |
|
|
2024
Q4 | $478K | Sell |
1,428
-104
| -7% | -$34.8K | 0.24% | 69 |
|
|
2024
Q3 | $420K | Buy |
1,532
+199
| +15% | +$54.5K | 0.21% | 75 |
|
|
2024
Q2 | $401K | Sell |
1,333
-228
| -15% | -$68.7K | 0.23% | 70 |
|
|
2024
Q1 | $424K | Sell |
1,561
-76
| -5% | -$20.7K | 0.25% | 68 |
|
|
2023
Q4 | $431K | Buy |
+1,637
| New | +$431K | 0.26% | 65 |
|