White Knight Strategic Wealth 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 | $347K | Buy |
1,274
+8
| +0.6% | +$2.18K | 0.3% | 62 |
|
|
2025
Q1 | $340K | Sell |
1,266
-1,436
| -53% | -$385K | 0.31% | 59 |
|
|
2024
Q4 | $903K | Buy |
2,702
+1,320
| +96% | +$441K | 0.38% | 52 |
|
|
2024
Q3 | $378K | Buy |
1,382
+40
| +3% | +$10.9K | 0.34% | 54 |
|
|
2024
Q2 | $345K | Buy |
1,342
+122
| +10% | +$31.4K | 0.34% | 52 |
|
|
2024
Q1 | $367K | Hold |
1,220
| – | – | 0.38% | 51 |
|
|
2023
Q4 | $321K | Sell |
1,220
-85
| -7% | -$22.4K | 0.37% | 53 |
|
|
2023
Q3 | $265K | Sell |
1,305
-35
| -3% | -$7.1K | 0.35% | 50 |
|
|
2023
Q2 | $283K | Hold |
1,340
| – | – | 0.33% | 57 |
|
|
2023
Q1 | $268K | Buy |
+1,340
| New | +$268K | 0.34% | 57 |
|
|
2022
Q3 | – | Sell |
-1,386
| Closed | -$229K | – | 65 |
|
|
2022
Q2 | $229K | Buy |
1,386
+10
| +0.7% | +$1.65K | 0.32% | 59 |
|
|
2022
Q1 | $292K | Buy |
1,376
+276
| +25% | +$58.6K | 0.32% | 59 |
|
|
2021
Q4 | $280K | Buy |
+1,100
| New | +$280K | 0.29% | 64 |
|