Accel 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 | $448K | Sell |
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|
2025
Q2 | $542K | Sell |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $710K | Sell |
|
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|
2024
Q3 | $625K | Buy |
|
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|
2024
Q2 | $577K | Buy |
|
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|
2024
Q1 | $559K | Buy |
|
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|
2023
Q4 | $475K | Buy |
|
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $369K | Sell |
|
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|
2023
Q1 | $353K | Sell |
|
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $371K | Sell |
|
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|
2022
Q1 | $485K | Hold |
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|
2021
Q4 | $581K | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $490K | Hold |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $450K | Buy |
|