Wolf Group Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.87M | Sell |
6,977
-546
| -7% | -$147K | 0.63% | 49 |
|
|
2024
Q4 | $1.59M | Hold |
7,523
| – | – | 0.77% | 47 |
|
|
2024
Q3 | $1.59M | Buy |
7,523
+341
| +5% | +$72K | 0.76% | 48 |
|
|
2024
Q2 | $1.85M | Sell |
7,182
-341
| -5% | -$87.7K | 0.73% | 46 |
|
|
2024
Q1 | $1.59M | Hold |
7,523
| – | – | 0.76% | 48 |
|
|
2023
Q4 | $1.59M | Buy |
7,523
+204
| +3% | +$43.1K | 0.75% | 48 |
|
|
2023
Q3 | $1.48M | Sell |
7,319
-215
| -3% | -$43.6K | 0.7% | 50 |
|
|
2023
Q2 | $1.6M | Sell |
7,534
-866
| -10% | -$184K | 0.8% | 44 |
|
|
2023
Q1 | $1.68M | Sell |
8,400
-671
| -7% | -$134K | 0.83% | 41 |
|
|
2022
Q4 | $1.2M | Sell |
9,071
-226
| -2% | -$30K | 0.57% | 62 |
|
|
2022
Q3 | $1.34M | Sell |
9,297
-8
| -0.1% | -$1.15K | 0.73% | 54 |
|
|
2022
Q2 | $1.54M | Sell |
9,305
-493
| -5% | -$81.4K | 0.8% | 49 |
|
|
2022
Q1 | $2.08M | Sell |
9,798
-20,502
| -68% | -$4.35M | 1.06% | 32 |
|
|
2021
Q4 | $7.7M | Buy |
30,300
+20,382
| +206% | +$5.18M | 1.26% | 23 |
|
|
2021
Q3 | $2.69M | Sell |
9,918
-36
| -0.4% | -$9.76K | 1.47% | 21 |
|
|
2021
Q2 | $2.43M | Buy |
9,954
+378
| +4% | +$92.3K | 1.3% | 23 |
|
|
2021
Q1 | $2.03M | Buy |
+9,576
| New | +$2.03M | 1.17% | 31 |
|