CTWM
Cherry Tree Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Sell |
95
-10
| -10% | -$2.73K | 0.01% | 309 |
|
|
2025
Q1 | $28.2K | Sell |
105
-63
| -38% | -$16.9K | 0.01% | 305 |
|
|
2024
Q4 | $56.2K | Hold |
168
| – | – | 0.01% | 247 |
|
|
2024
Q3 | $46K | Hold |
168
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $43.2K | Sell |
168
-83
| -33% | -$21.3K | 0.01% | 258 |
|
|
2024
Q1 | $75.6K | Hold |
251
| – | – | 0.02% | 224 |
|
|
2023
Q4 | $66K | Buy |
251
+146
| +139% | +$38.4K | 0.02% | 225 |
|
|
2023
Q3 | $21.3K | Hold |
105
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $22.2K | Buy |
+105
| New | +$22.2K | 0.01% | 280 |
|