1776 Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $2.23M | Hold |
|
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|
2024
Q3 | $1.82M | Sell |
|
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|
2024
Q2 | $1.76M | Buy |
|
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.76M | Hold |
|
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|
2023
Q3 | $1.35M | Hold |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.27M | Buy |
|
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|
2022
Q4 | $741K | Sell |
|
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|
2022
Q3 | $814K | Buy |
|
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|
2022
Q2 | $852K | Buy |
|
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|
2022
Q1 | $862K | Buy |
|
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $361K | Sell |
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|
2020
Q2 | $270K | Buy |
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|
2020
Q1 | $104K | Buy |
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|
2019
Q4 | $40K | Buy |
|