Ashton Thomas Private Wealth’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 | $7.15M | Buy |
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|
2025
Q2 | $5.01M | Buy |
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|
2025
Q1 | $3.77M | Sell |
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|
2024
Q4 | $5.15M | Sell |
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|
2024
Q3 | $4.26M | Sell |
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|
2024
Q2 | $4.09M | Buy |
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|
2024
Q1 | $3.91M | Buy |
|
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $915K | Buy |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $598K | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $726K | Buy |
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