World Equity Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
1,006
-35
| -3% | -$9.54K | 0.07% | 264 |
|
|
2025
Q1 | $280K | Sell |
1,041
-233
| -18% | -$62.7K | 0.08% | 236 |
|
|
2024
Q4 | $426K | Buy |
+1,274
| New | +$426K | 0.09% | 213 |
|
|
2024
Q3 | – | Sell |
-5,402
| Closed | -$1.39M | – | 273 |
|
|
2024
Q2 | $1.39M | Buy |
5,402
+350
| +7% | +$90K | 0.41% | 68 |
|
|
2024
Q1 | $1.52M | Buy |
5,052
+59
| +1% | +$17.8K | 0.31% | 82 |
|
|
2023
Q4 | $1.31M | Sell |
4,993
-250
| -5% | -$65.8K | 0.26% | 92 |
|
|
2023
Q3 | $1.07M | Buy |
5,243
+133
| +3% | +$27.2K | 0.22% | 111 |
|
|
2023
Q2 | $1.08M | Sell |
5,110
-18,563
| -78% | -$3.92M | 0.32% | 88 |
|
|
2023
Q1 | $611K | Buy |
23,673
+17,734
| +299% | +$457K | 0.09% | 236 |
|
|
2022
Q4 | $787K | Buy |
5,939
+57
| +1% | +$7.56K | 0.19% | 130 |
|
|
2022
Q3 | $846K | Buy |
5,882
+260
| +5% | +$37.4K | 0.21% | 114 |
|
|
2022
Q2 | $928K | Buy |
5,622
+36
| +0.6% | +$5.94K | 0.23% | 117 |
|
|
2022
Q1 | $1.19M | Buy |
+5,586
| New | +$1.19M | 0.26% | 108 |
|