Accurate 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
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.19M | Buy |
|
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|
2024
Q4 | $1.38M | Buy |
|
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|
2024
Q3 | $901K | Buy |
|
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|
2024
Q2 | $567K | Buy |
|
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|
2024
Q1 | $380K | Sell |
|
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|
2023
Q4 | $405K | Sell |
|
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|
2023
Q3 | $336K | Sell |
|
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|
2023
Q2 | $368K | Buy |
|
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|
2023
Q1 | $247K | Sell |
|
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|
2022
Q4 | $507K | Buy |
|
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|
2022
Q3 | $399K | Buy |
|
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|
2022
Q2 | $235K | Sell |
|
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|
2022
Q1 | $316K | Buy |
|
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|
2021
Q4 | $237K | Buy |
|
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|
2021
Q3 | $231K | Buy |
|