Ascent Wealth Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.2M | Sell |
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|
2025
Q2 | $2.65M | Buy |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $2.55M | Sell |
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|
2024
Q3 | $2.11M | Sell |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $2.3M | Buy |
|
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $874K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.99M | Buy |
|
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.86M | Sell |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.97M | Buy |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $803K | Buy |
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