Bay Harbor 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 | $8.06K | Buy |
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|
2025
Q2 | $7.92K | Sell |
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|
2025
Q1 | $86.9K | Buy |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $85K | Sell |
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|
2024
Q2 | $83.3K | Sell |
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|
2024
Q1 | $98K | Buy |
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|
2023
Q4 | $85.3K | Buy |
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|
2023
Q3 | $65.5K | Buy |
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|
2023
Q2 | $66.3K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15K | Buy |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $11K | Buy |
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