Castle Rock Wealth Management’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 | $633K | Buy |
|
|||||
|
2025
Q2 | $680K | Sell |
|
|||||
|
2025
Q1 | $1.27M | Sell |
|
|||||
|
2024
Q4 | $1.72M | Buy |
|
|||||
|
2024
Q3 | $705K | Buy |
|
|||||
|
2024
Q2 | $592K | Sell |
|
|||||
|
2024
Q1 | $622K | Buy |
|
|||||
|
2023
Q4 | $503K | Buy |
|
|||||
|
2023
Q3 | $269K | Buy |
|
|||||
|
2023
Q2 | $219K | Sell |
|
|||||
|
2023
Q1 | $209K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $531K | Buy |
|
|||||
|
2022
Q2 | $656K | Buy |
|
|||||
|
2022
Q1 | $570K | Sell |
|
|||||
|
2021
Q4 | $799K | Sell |
|
|||||
|
2021
Q3 | $1.46M | Sell |
|
|||||
|
2021
Q2 | $1.15M | Sell |
|
|||||
|
2021
Q1 | $1.28M | Buy |
|
|||||
|
2020
Q4 | $1.21M | Buy |
|
|||||
|
2020
Q3 | $837K | Buy |
|
|||||
|
2020
Q2 | $346K | Buy |
|
|||||
|
2020
Q1 | $206K | Sell |
|
|||||
|
2019
Q4 | $592K | Buy |
|
|||||
|
2019
Q3 | $504K | Sell |
|
|||||
|
2019
Q2 | $665K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $585K | Sell |
|
|||||
|
2018
Q2 | $726K | Sell |
|
|||||
|
2018
Q1 | $709K | Buy |
|
|||||
|
2017
Q4 | $595K | Buy |
|