Capital Wealth Planning’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 | $1.41M | Sell |
|
|||||
|
2025
Q1 | $346M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $1.02M | Sell |
|
|||||
|
2024
Q2 | $2.76M | Buy |
|
|||||
|
2024
Q1 | $3.14M | Sell |
|
|||||
|
2023
Q4 | $3.31M | Sell |
|
|||||
|
2023
Q3 | $3.38M | Sell |
|
|||||
|
2023
Q2 | $4.29M | Buy |
|
|||||
|
2023
Q1 | $2.55M | Sell |
|
|||||
|
2022
Q4 | $2.22M | Buy |
|
|||||
|
2022
Q3 | $2.4M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $214K | Sell |
|
|||||
|
2021
Q2 | $301K | Sell |
|
|||||
|
2021
Q1 | $263K | Buy |
|
|||||
|
2020
Q4 | $147K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $320K | Buy |
|
|||||
|
2019
Q4 | $361K | Hold |
|
|||||
|
2019
Q3 | $329K | Buy |
|
|||||
|
2019
Q2 | $331K | Buy |
|