Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.88M | Buy |
|
|||||
|
2022
Q1 | $2.33M | Buy |
|
|||||
|
2021
Q4 | $2.52M | Buy |
|
|||||
|
2021
Q3 | $2.6M | Buy |
|
|||||
|
2021
Q2 | $2.29M | Sell |
|
|||||
|
2021
Q1 | $1.99M | Buy |
|
|||||
|
2020
Q4 | $2.02M | Buy |
|
|||||
|
2020
Q3 | $2.2M | Buy |
|
|||||
|
2020
Q2 | $1.6M | Sell |
|
|||||
|
2020
Q1 | $1.25M | Buy |
|
|||||
|
2019
Q4 | $1.19M | Buy |
|
|||||
|
2019
Q3 | $1.08M | Buy |
|
|||||
|
2019
Q2 | $1.01M | Buy |
|
|||||
|
2019
Q1 | $749K | Sell |
|
|||||
|
2018
Q4 | $688K | Buy |
|
|||||
|
2018
Q3 | $782K | Sell |
|
|||||
|
2018
Q2 | $710K | Buy |
|
|||||
|
2018
Q1 | $381K | Buy |
|
|||||
|
2017
Q4 | $288K | Buy |
|