BSW Wealth Partners’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 | $967K | Hold |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $967K | Buy |
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|
2023
Q4 | $823K | Buy |
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|
2023
Q3 | $618K | Buy |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $485K | Sell |
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|
2022
Q4 | $711K | Sell |
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|
2022
Q3 | $956K | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $976K | Buy |
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|
2021
Q1 | $669K | Buy |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $519K | Buy |
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|
2020
Q2 | $280K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $266K | Buy |
|