Brady Family 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 | $3.44M | Sell |
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|
2025
Q2 | $4.68M | Sell |
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|
2025
Q1 | $4.62M | Sell |
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|
2024
Q4 | $5.88M | Sell |
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|
2024
Q3 | $5M | Buy |
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|
2024
Q2 | $4.62M | Buy |
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|
2024
Q1 | $5.16M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $905K | Buy |
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|
2023
Q2 | $836K | Buy |
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|
2023
Q1 | $789K | Hold |
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|
2022
Q4 | $524K | Buy |
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