CPW
Catalyst Private Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
2,431
-426
| -15% | -$116K | 0.29% | 44 |
|
|
2025
Q1 | $767K | Buy |
2,857
+461
| +19% | +$124K | 0.37% | 36 |
|
|
2024
Q4 | $801K | Sell |
2,396
-127
| -5% | -$42.5K | 0.36% | 38 |
|
|
2024
Q3 | $691K | Hold |
2,523
| – | – | 0.34% | 44 |
|
|
2024
Q2 | $649K | Buy |
2,523
+532
| +27% | +$137K | 0.34% | 46 |
|
|
2024
Q1 | $600K | Sell |
1,991
-157
| -7% | -$47.3K | 0.31% | 45 |
|
|
2023
Q4 | $565K | Buy |
2,148
+11
| +0.5% | +$2.9K | 0.27% | 52 |
|
|
2023
Q3 | $433K | Buy |
2,137
+26
| +1% | +$5.27K | 0.26% | 50 |
|
|
2023
Q2 | $446K | Sell |
2,111
-673
| -24% | -$142K | 0.28% | 50 |
|
|
2023
Q1 | $556K | Sell |
2,784
-149
| -5% | -$29.8K | 0.38% | 44 |
|
|
2022
Q4 | $389K | Buy |
2,933
+892
| +44% | +$118K | 0.32% | 55 |
|
|
2022
Q3 | $294K | Sell |
2,041
-9
| -0.4% | -$1.3K | 0.22% | 55 |
|
|
2022
Q2 | $338K | Buy |
2,050
+124
| +6% | +$20.4K | 0.24% | 58 |
|
|
2022
Q1 | $409K | Sell |
1,926
-52
| -3% | -$11K | 0.2% | 60 |
|
|
2021
Q4 | $503K | Buy |
1,978
+1
| +0.1% | +$254 | 0.22% | 54 |
|
|
2021
Q3 | $536K | Buy |
1,977
+2
| +0.1% | +$542 | 0.23% | 43 |
|
|
2021
Q2 | $482K | Sell |
1,975
-340
| -15% | -$83K | 0.27% | 43 |
|
|
2021
Q1 | $490K | Buy |
2,315
+50
| +2% | +$10.6K | 0.34% | 33 |
|
|
2020
Q4 | $504K | Hold |
2,265
| – | – | 0.44% | 30 |
|
|
2020
Q3 | $569K | Buy |
+2,265
| New | +$569K | 0.55% | 24 |
|