CWM
Centurion Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
2,011
+218
| +12% | +$59.5K | 0.16% | 112 |
|
|
2025
Q1 | $599K | Hold |
1,793
| – | – | 0.19% | 90 |
|
|
2024
Q4 | $599K | Buy |
1,793
+20
| +1% | +$6.69K | 0.19% | 90 |
|
|
2024
Q3 | $485K | Buy |
+1,773
| New | +$485K | 0.15% | 102 |
|
|
2024
Q1 | $655K | Sell |
2,175
-29
| -1% | -$8.73K | 0.26% | 70 |
|
|
2023
Q4 | $580K | Sell |
2,204
-12
| -0.5% | -$3.16K | 0.25% | 66 |
|
|
2023
Q3 | $449K | Sell |
2,216
-3
| -0.1% | -$608 | 0.22% | 80 |
|
|
2023
Q2 | $469K | Sell |
2,219
-11
| -0.5% | -$2.32K | 0.23% | 79 |
|
|
2023
Q1 | $446K | Buy |
2,230
+612
| +38% | +$122K | 0.23% | 80 |
|
|
2022
Q4 | $215K | Buy |
+1,618
| New | +$215K | 0.12% | 138 |
|