Caliber Wealth Management (Utah)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.57M | Sell |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.48M | Buy |
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|
2023
Q1 | $2.3M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.48M | Buy |
|