Abound 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 | $206K | Buy |
|
|||||
|
2025
Q2 | $204K | Sell |
|
|||||
|
2025
Q1 | $204K | Sell |
|
|||||
|
2024
Q4 | $266K | Sell |
|
|||||
|
2024
Q3 | $220K | Buy |
|
|||||
|
2024
Q2 | $150K | Sell |
|
|||||
|
2024
Q1 | $177K | Buy |
|
|||||
|
2023
Q4 | $146K | Buy |
|
|||||
|
2023
Q3 | $111K | Buy |
|
|||||
|
2023
Q2 | $113K | Sell |
|
|||||
|
2023
Q1 | $114K | Buy |
|
|||||
|
2022
Q4 | $67.8K | Buy |
|
|||||
|
2022
Q3 | $68.9K | Buy |
|