Austin 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 | $728K | Buy |
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|
2025
Q2 | $699K | Sell |
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|
2025
Q1 | $813K | Buy |
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|
2024
Q4 | $985K | Buy |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $851K | Buy |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $204K | Buy |
|