1900 Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $202K | Sell |
|
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|
2025
Q1 | $290K | Buy |
|
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|
2024
Q4 | $338K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $257K | Sell |
|
|||||
|
2023
Q4 | $255K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $219K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $211K | Buy |
|
|||||
|
2022
Q1 | $249K | Hold |
|
|||||
|
2021
Q4 | $298K | Buy |
|
|||||
|
2021
Q3 | $261K | Buy |
|
|||||
|
2021
Q2 | $225K | Buy |
|