Altus Wealth Group’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 | $201K | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $220K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | $109K | Buy |
|