1WM
1858 Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-862
| Closed | -$231K | – | 119 |
|
|
2025
Q1 | $231K | Sell |
862
-96
| -10% | -$25.8K | 0.2% | 102 |
|
|
2024
Q4 | $320K | Buy |
958
+41
| +4% | +$13.7K | 0.25% | 82 |
|
|
2024
Q3 | $251K | Hold |
917
| – | – | 0.21% | 96 |
|
|
2024
Q2 | $236K | Sell |
917
-148
| -14% | -$38.1K | 0.2% | 102 |
|
|
2024
Q1 | $280K | Hold |
1,065
| – | – | 0.27% | 86 |
|
|
2023
Q4 | $280K | Buy |
+1,065
| New | +$280K | 0.27% | 86 |
|