Activest 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 | $104K | Sell |
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|
2025
Q1 | $195K | Buy |
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|
2024
Q4 | $92K | Buy |
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|
2024
Q3 | $73.6K | Sell |
|
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|
2024
Q2 | $198K | Buy |
|
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|
2024
Q1 | $135K | Hold |
|
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|
2023
Q4 | $118K | Hold |
|
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|
2023
Q3 | $90.8K | Sell |
|
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|
2023
Q2 | $180K | Buy |
|
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|
2023
Q1 | $52.7K | Sell |
|
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|
2022
Q4 | $772K | Sell |
|
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | $93K | Buy |
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|
2021
Q3 | $71K | Buy |
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|
2021
Q2 | $48K | Sell |
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|
2021
Q1 | $43K | Buy |
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