Centurion 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 | $484K | Buy |
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|
2025
Q2 | $549K | Buy |
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|
2025
Q1 | $599K | Hold |
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|
2024
Q4 | $599K | Buy |
|
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|
2024
Q3 | $485K | Buy |
|
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|
2024
Q1 | $655K | Sell |
|
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|
2023
Q4 | $580K | Sell |
|
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|
2023
Q3 | $449K | Sell |
|
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|
2023
Q2 | $469K | Sell |
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|
2023
Q1 | $446K | Buy |
|
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|
2022
Q4 | $215K | Buy |
|