Catalyst Private Wealth’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 | $593K | Buy |
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|
2025
Q2 | $663K | Sell |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $801K | Sell |
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|
2024
Q3 | $691K | Hold |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $503K | Buy |
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|
2021
Q3 | $536K | Buy |
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|
2021
Q2 | $482K | Sell |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $504K | Hold |
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|
2020
Q3 | $569K | Buy |
|