Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.09M | Sell |
|
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|
2024
Q2 | $1.62M | Sell |
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|
2024
Q1 | $5.37M | Sell |
|
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|
2023
Q4 | $5.04M | Sell |
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|
2023
Q3 | $4.34M | Sell |
|
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|
2023
Q2 | $8.14M | Sell |
|
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|
2023
Q1 | $8.59M | Buy |
|
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|
2022
Q4 | $5.56M | Buy |
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|
2022
Q3 | $5.71M | Sell |
|
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|
2022
Q2 | $6.93M | Buy |
|
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|
2022
Q1 | $8.26M | Buy |
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|
2021
Q4 | $8.09M | Buy |
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|
2021
Q3 | $7.89M | Buy |
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|
2021
Q2 | $5.7M | Buy |
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|
2021
Q1 | $4.5M | Buy |
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|
2020
Q4 | $2.09M | Buy |
|