AJ Wealth Strategies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.89M | Sell |
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|
2022
Q4 | $1.51M | Hold |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $2.67M | Hold |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $5.76M | Sell |
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|
2021
Q3 | $6.25M | Sell |
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|
2021
Q2 | $6.39M | Sell |
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|
2021
Q1 | $6.31M | Sell |
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|
2020
Q4 | $7.31M | Buy |
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|
2020
Q3 | $7.05M | Sell |
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|
2020
Q2 | $7.74M | Sell |
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|
2020
Q1 | $7.72M | Buy |
|