WMG Financial 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 | $308K | Buy |
1,129
+9
| +0.8% | +$2.45K | 0.11% | 124 |
|
|
2025
Q1 | $301K | Buy |
1,120
+14
| +1% | +$3.76K | 0.13% | 110 |
|
|
2024
Q4 | $370K | Buy |
1,106
+26
| +2% | +$8.69K | 0.16% | 95 |
|
|
2024
Q3 | $296K | Sell |
1,080
-4
| -0.4% | -$1.1K | 0.13% | 114 |
|
|
2024
Q2 | $279K | Buy |
+1,084
| New | +$279K | 0.15% | 104 |
|
|
2022
Q1 | – | Sell |
-1,169
| Closed | -$297K | – | 176 |
|
|
2021
Q4 | $297K | Buy |
+1,169
| New | +$297K | 0.23% | 117 |
|