Beaird Harris 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
Q2 | $119K | Buy |
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|
2025
Q1 | $104K | Buy |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $181K | Buy |
|
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|
2024
Q2 | $9.64K | Buy |
|
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|
2024
Q1 | $5.42K | Hold |
|
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|
2023
Q4 | $4.74K | Buy |
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|
2023
Q3 | $203 | Hold |
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|
2023
Q2 | $212 | Hold |
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|
2023
Q1 | $200 | Sell |
|
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|
2022
Q4 | $32.5K | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $93K | Sell |
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|
2021
Q4 | $111K | Buy |
|