Wolff Wiese Magana’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Sell |
2,832
-4
| -0.1% | -$1.09K | 0.48% | 60 |
|
|
2025
Q1 | $761K | Sell |
2,836
-337
| -11% | -$90.4K | 0.52% | 57 |
|
|
2024
Q4 | $1.06M | Sell |
3,173
-62
| -2% | -$20.7K | 0.7% | 49 |
|
|
2024
Q3 | $885K | Buy |
3,235
+42
| +1% | +$11.5K | 0.61% | 48 |
|
|
2024
Q2 | $821K | Buy |
3,193
+503
| +19% | +$129K | 0.65% | 47 |
|
|
2024
Q1 | $810K | Buy |
2,690
+18
| +0.7% | +$5.42K | 0.7% | 45 |
|
|
2023
Q4 | $703K | Sell |
2,672
-1,964
| -42% | -$517K | 0.67% | 45 |
|
|
2023
Q3 | $940K | Sell |
4,636
-323
| -7% | -$65.5K | 0.76% | 44 |
|
|
2023
Q2 | $1.05M | Sell |
4,959
-38
| -0.8% | -$8.03K | 0.81% | 44 |
|
|
2023
Q1 | $998K | Buy |
4,997
+136
| +3% | +$27.2K | 0.81% | 44 |
|
|
2022
Q4 | $645K | Sell |
4,861
-298
| -6% | -$39.5K | 0.55% | 49 |
|
|
2022
Q3 | $742K | Buy |
5,159
+509
| +11% | +$73.2K | 0.6% | 51 |
|
|
2022
Q2 | $768K | Sell |
4,650
-332
| -7% | -$54.8K | 0.56% | 48 |
|
|
2022
Q1 | $1.06M | Buy |
4,982
+455
| +10% | +$96.5K | 0.71% | 41 |
|
|
2021
Q4 | $1.15M | Sell |
4,527
-38
| -0.8% | -$9.66K | 0.74% | 40 |
|
|
2021
Q3 | $1.24M | Buy |
4,565
+104
| +2% | +$28.2K | 0.87% | 34 |
|
|
2021
Q2 | $1.09M | Sell |
4,461
-124
| -3% | -$30.3K | 0.78% | 38 |
|
|
2021
Q1 | $971K | Buy |
4,585
+248
| +6% | +$52.5K | 0.76% | 38 |
|
|
2020
Q4 | $966K | Buy |
+4,337
| New | +$966K | 0.82% | 38 |
|