Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $81.2K | Buy |
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|
2024
Q4 | $45.2K | Hold |
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|
2024
Q3 | $37.2K | Buy |
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|
2024
Q2 | $34.1K | Sell |
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|
2024
Q1 | $160K | Buy |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $80.3K | Sell |
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|
2023
Q2 | $95.3K | Buy |
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|
2023
Q1 | $19.8K | Buy |
|
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|
2022
Q4 | $10.3K | Sell |
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|
2022
Q3 | $66K | Sell |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $173K | Sell |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | $155K | Buy |
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|
2021
Q1 | $130K | Sell |
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|
2020
Q4 | $156K | Sell |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $9K | Buy |
|